Plan Snapshot
- Plan Sponsor: Share Corporation
- Sponsor EIN: 391142958
- Sponsor Address: 7821 N. FAULKNER ROAD, MILWAUKEE, WI, 53224
- Plan Type: 401(k)
- Total Participants: 233
- Total Assets: $25.6M
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 | 233 | $25.6M | $182,134 | $1.2M |
| 2023 | 227 | $22.9M | $170,327 | $1.0M |
| 2022 | 236 | $19.2M | $170,116 | $1.0M |
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 |
|---|---|---|---|---|
| VRAKAS SC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VRAKAS SC — 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 | $66,554 | — | — | — | — |
| 2023 | $59,845 | — | $59,845 | — | — |
| 2022 | $56,136 | — | $4,755 | — | — |