Plan Snapshot
- Plan Sponsor: Suburban Drywall INC
- Sponsor EIN: 391467548
- Sponsor Address: 195 ENTERPRISE DR, LAKE MILLS, WI, 535511763
- Plan Type: 401(k)
- Total Participants: 231
- Total Assets: $5.9M
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 | 231 | $5.9M | $324,506 | $631,848 |
| 2023 | 208 | $4.5M | $283,701 | $527,139 |
| 2022 | 225 | $3.4M | $239,611 | $433,653 |
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, ECK & BRAECKEL LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KERBER, ECK & BRAECKEL 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 | $40,776 | $26,002 | $13,914 | — | — |
| 2023 | $30,650 | $19,103 | $10,687 | — | — |
| 2022 | $21,357 | $12,186 | $9,171 | — | — |