Plan Snapshot
- Plan Sponsor: Society Insurance, A Mutual Company
- Sponsor EIN: 390711880
- Sponsor Address: 150 CAMELOT DR, FOND DU LAC, WI, 549358030
- Plan Type: 401(k)
- Total Participants: 381
- Total Assets: $107.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 381 | $107.1M | $2.7M | $3.7M |
| 2023 | 381 | $100.7M | $2.6M | $3.4M |
| 2022 | 353 | $87.6M | $2.4M | $3.1M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN, 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 | $104,956 | — | $104,956 | — | — |
| 2023 | $91,579 | — | $91,579 | — | — |
| 2022 | $91,362 | — | $91,362 | — | — |