Plan Snapshot
- Plan Sponsor: Specialty Underwriters LLC
- Sponsor EIN: 391915737
- Sponsor Address: 9667 SOUTH 20TH STREET, OAK CREEK, WI, 53154
- Plan Type: 401(k)
- Total Participants: 136
- Total Assets: $15.0M
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 | 136 | $15.0M | $78,160 | $468,151 |
| 2023 | 134 | $13.2M | $72,539 | $454,035 |
| 2022 | 135 | $11.4M | $77,078 | $455,932 |
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 | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI — 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 | $56,386 | — | — | — | — |
| 2023 | $9,753 | — | — | — | — |
| 2022 | $818 | — | $818 | — | — |