# T.A. Solberg Co., INC. 401(k) Plan
Source: https://planprovider.pro/companies/t-a-solberg-co-inc-401k-plan

> T.A. Solberg Co., INC.'s 401(k) plan: 521 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** T.A. Solberg Co., INC.

- **Sponsor EIN:** 391210564

- **Sponsor Address:** 420 ONEIDA ST, MINOCQUA, WI, 54548

- **Plan Type:** 401(k)

- **Total Participants:** 521

- **Total Assets:** $14.8M

## 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|521|$14.8M|$393,216|$723,529|

| 2023|540|$14.2M|$386,854|$657,420|

| 2022|582|$12.9M|$383,265|$610,805|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$71,039|—|$71,039|

| RBC CAPITAL MARKETS LLC|BROKER/ADVISER|—|$34,847|$34,847|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$6,206|—|$6,206|

| WIPFLI LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WIPFLI LLP](https://planprovider.pro/provider/wipfli-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $112,092

- **Estimated Expense Ratio:** 0.756% 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|

| 2024|$78,335|$16,361|—|—|—|

| 2023|$67,500|$12,494|—|—|—|

| 2022|$83,007|$68,316|$14,691|—|—|

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