Plan Snapshot
- Plan Sponsor: St. Croix Of Park Falls, Ltd.
- Sponsor EIN: 391287923
- Sponsor Address: P.O. BOX 279, PARK FALLS, WI, 54552
- Plan Type: 401(k)
- Total Participants: 157
- Total Assets: $8.1M
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 | 157 | $8.1M | $246,941 | $432,072 |
| 2023 | 157 | $7.9M | $255,557 | $444,538 |
| 2022 | 171 | $6.4M | $227,346 | $392,292 |
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 |
|---|---|---|---|---|
| KERBER ROSE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KERBER ROSE — 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 | $44,287 | $40,713 | — | — | — |
| 2023 | $39,280 | $35,430 | — | — | — |
| 2022 | $38,028 | $33,179 | — | — | — |