Plan Snapshot
- Plan Sponsor: Select Milk Producers, INC.
- Sponsor EIN: 391912170
- Sponsor Address: 2340 ENTERPRISE AVE, LA CROSSE, WI, 54603
- Plan Type: 401(k)
- Plan Number: 565
- Total Participants: 637
- Total Assets: $1.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 637 | $1.0M | $0 | $0 |
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 |
|---|---|---|---|---|
| THE BENECON GROUP | Investment Advisor | $255,071 | — | $255,071 |
| INSURANCE OFFICE OF AMERICA - FLORI | Investment Advisor | $231,924 | — | $231,924 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $486,995
- Estimated Expense Ratio: 46.572% of plan assets
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 |
|---|---|---|---|---|---|
| 2025 | $10,474,608 | $127,310 | $438,925 | — | — |