Plan Snapshot
- Plan Sponsor: Simko Support Center LLC
- Sponsor EIN: 813450427
- Sponsor Address: 3902 OAKWOOD HILLS PARKWAY, EAU CLAIRE, WI, 54701
- Plan Type: 401(k)
- Total Participants: 408
- Total Assets: $20.3M
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 | 408 | $20.3M | $757,713 | $1.9M |
| 2023 | 425 | $15.0M | $602,896 | $1.4M |
| 2022 | 311 | $11.1M | $554,502 | $1.1M |
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 | RECORDKEEPER | $59,056 | — | $59,056 |
| ORGEL WEALTH MANAGEMENT | INVESTMENT ADVISOR | $45,911 | — | $45,911 |
| DS&B, LTD. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI LLP — RECORDKEEPER
- DS&B, LTD. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $104,967
- Estimated Expense Ratio: 0.517% 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 | $105,506 | $45,911 | — | — | — |
| 2023 | $93,008 | $38,225 | — | — | — |
| 2022 | $85,492 | $38,372 | $47,120 | — | — |