Plan Snapshot
- Plan Sponsor: Tailored Label Products, INC.
- Sponsor EIN: 391466609
- Sponsor Address: N72 W12565 GOOD HOPE RD, MENOMONEE FALLS, WI, 53051
- Plan Type: 401(k)
- Total Participants: 98
- Total Assets: $8.0M
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 | 98 | $8.0M | $219,005 | $561,574 |
| 2023 | 98 | $7.5M | $218,874 | $535,127 |
| 2022 | 104 | $6.7M | $210,414 | $527,365 |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | INVESTMENT ADVISOR | $19,100 | — | $19,100 |
| REILLY, PENNER & BENTON LLP | AUDITOR | $11,475 | — | $11,475 |
| REILLY,PENNER & BENTON,LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REILLY, PENNER & BENTON LLP — AUDITOR
- REILLY,PENNER & BENTON,LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,575
- Estimated Expense Ratio: 0.383% 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 | $32,772 | $32,772 | — | — | — |
| 2023 | $7,170 | $3,495 | — | $3,675 | — |
| 2022 | $25,427 | $25,427 | — | — | — |