Plan Snapshot
- Plan Sponsor: Sheltered Wings, INC.
- Sponsor EIN: 391649048
- Sponsor Address: ONE VORTEX DRIVE, BARNEVELD, WI, 53507
- Plan Type: 401(k)
- Total Participants: 428
- Total Assets: $26.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 428 | $26.1M | $752,666 | $2.3M |
| 2023 | 417 | $21.5M | $735,053 | $2.1M |
| 2022 | 409 | $15.5M | $632,490 | $1.9M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, 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 | $18,622 | — | $18,622 | — | — |
| 2023 | $13,205 | — | $13,205 | — | — |
| 2022 | $9,849 | — | $9,849 | — | — |