Plan Snapshot
- Plan Sponsor: Scott Construction, INC.
- Sponsor EIN: 390979191
- Sponsor Address: PO BOX 340, LAKE DELTON, WI, 53940
- Plan Type: 401(k)
- Total Participants: 116
- Total Assets: $17.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 116 | $17.8M | $675,379 | $318,908 |
| 2023 | 121 | $17.0M | $651,593 | $302,263 |
| 2022 | 110 | $14.5M | $477,903 | $281,961 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $24,156 | $24,156 | — | — | — |
| 2023 | $24,250 | $24,250 | — | — | — |
| 2022 | $16,132 | — | $16,132 | — | — |