Plan Snapshot
- Plan Sponsor: Skygen Usa
- Sponsor EIN: 810762694
- Sponsor Address: W140 N8981 LILLY ROAD, MENOMONEE FALLS, WI, 53051
- Plan Type: 401(k)
- Total Participants: 759
- Total Assets: $62.3M
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 | 759 | $62.3M | $2.2M | $5.1M |
| 2023 | 744 | $51.6M | $2.0M | $4.5M |
| 2022 | 689 | $40.5M | $1.8M | $3.8M |
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 |
|---|---|---|---|---|
| RBC CAPITAL MARKETS LLC | INVESTMENT ADVISORY PLAN | $56,578 | — | $56,578 |
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $46,813 | — | $46,813 |
| PPG RETIREMENT PLAN SERVICES | RECORDKEEPER | $13,354 | — | $13,354 |
| SVA CERTIFIED PUBLIC ACOUNTANTS SC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RBC CAPITAL MARKETS LLC — INVESTMENT ADVISORY PLAN
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $116,745
- Estimated Expense Ratio: 0.187% 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 | $115,006 | — | $115,006 | — | — |
| 2023 | $139,346 | — | $139,346 | — | — |
| 2022 | $123,703 | — | $123,703 | — | — |