Plan Snapshot
- Plan Sponsor: Specialized Products, Ltd
- Sponsor EIN: 391793295
- Sponsor Address: 200 SUMMER STREET, CLINTONVILLE, WI, 54929
- Plan Type: 401(k)
- Total Participants: 98
- Total Assets: $5.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 98 | $5.5M | $139,025 | $190,272 |
| 2023 | 97 | $4.7M | $133,828 | $177,927 |
| 2022 | 105 | $4.1M | $135,187 | $180,779 |
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 |
|---|---|---|---|---|
| HAWKINS-ASH CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HAWKINS-ASH CPAS — 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 | $18 | — | $18 | — | — |
| 2023 | $1,503 | $1,503 | — | — | — |
| 2022 | $3,937 | $3,937 | — | — | — |