Plan Snapshot
- Plan Sponsor: Sid Grinker Restoration INC.
- Sponsor EIN: 390983766
- Sponsor Address: 1719 VEL R. PHILLIPS AVENUE, MILWAUKEE, WI, 53212
- Plan Type: 401(k)
- Total Participants: 123
- Total Assets: $10.5M
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 | 123 | $10.5M | $310,704 | $605,685 |
| 2023 | 128 | $9.0M | $276,539 | $437,397 |
| 2022 | 109 | $7.8M | $189,368 | $358,908 |
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 |
|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | Recordkeeper | $12,654 | — | $12,654 |
| AMERICAN UNITED LIFE INSURANCE CO | Other Service Provider | $1,789 | $6,363 | $8,152 |
| SIKICH CAPITAL MANAGEMENT | Recordkeeper | $7,500 | — | $7,500 |
| SIKICH LLP | Recordkeeper | $7,500 | — | $7,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHARLES SCHWAB TRUST BANK — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,806
- Estimated Expense Ratio: 0.341% 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 |
|---|---|---|---|---|---|
| 2024 | $33,518 | $13,249 | $20,269 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |