Plan Snapshot
- Plan Sponsor: Sokaogon Gaming Enterprise
- Sponsor EIN: 391756701
- Sponsor Address: 3084 HWY 55, CRANDON, WI, 54520
- Plan Type: 401(k)
- Total Participants: 164
- Total Assets: $713,638
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 | 164 | $713,638 | $148,967 | $133,358 |
| 2023 | 115 | $442,138 | $167,984 | $111,569 |
| 2022 | 145 | $131,151 | $85,869 | $48,033 |
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 |
|---|---|---|---|---|
| JLK ROSENBERGER, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JLK ROSENBERGER, 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 | $3,515 | $296 | — | — | — |
| 2023 | $2,628 | $139 | — | — | — |
| 2022 | — | — | — | — | — |