Plan Snapshot
- Plan Sponsor: Strohwig Industries, INC.
- Sponsor EIN: 391307891
- Sponsor Address: 3285 INDUSTRIAL RD, RICHFIELD, WI, 53076
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 150
- Total Assets: $27.5M
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. |
|---|---|---|---|---|
| 2025 | 150 | $27.5M | $0 | $0 |
| 2024 | 129 | $26.5M | $343,822 | $1.1M |
| 2023 | 150 | $24.2M | $332,702 | $1.1M |
| 2022 | 151 | $21.2M | $326,735 | $1.1M |
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 |
|---|---|---|---|---|
| JOHNSON WEALTH INC. | Investment Advisor | $25,349 | — | $25,349 |
| ADP, INC. | Recordkeeper | $17,859 | — | $17,859 |
| MERRILL LYNCH PIERCE FENNER & SMITH | Investment Advisor | $13,351 | — | $13,351 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $56,559
- Estimated Expense Ratio: 0.206% of plan assets
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 |
|---|---|---|---|---|---|
| 2025 | $3,610,164 | $38,700 | — | — | — |
| 2024 | $62,654 | $48,965 | — | — | — |
| 2023 | $16,347 | $11,354 | — | — | — |
| 2022 | $9,675 | — | — | — | — |