Plan Snapshot
- Plan Sponsor: Stockbridge-Munsee Community
- Sponsor EIN: 391145449
- Sponsor Address: N8476 MOH HE CON NUCK ROAD, BOWLER, WI, 54416
- Plan Type: 401(k)
- Total Participants: 273
- Total Assets: $11.0M
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 | 273 | $11.0M | $251,238 | $597,978 |
| 2023 | 318 | $10.3M | $248,264 | $587,903 |
| 2022 | 385 | $9.0M | $229,079 | $531,080 |
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 |
|---|---|---|---|---|
| REDW LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REDW LLC — 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 | $17,299 | — | — | — | — |
| 2023 | $9,973 | — | — | — | — |
| 2022 | $12,326 | — | — | — | — |