Plan Snapshot
- Plan Sponsor: Tclad INC.
- Sponsor EIN: 852820801
- Sponsor Address: 1600 ORRIN ROAD, PRESCOTT, WI, 54021
- Plan Type: 401(k)
- Total Participants: 171
- Total Assets: $5.4M
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 | 171 | $5.4M | $531,902 | $749,245 |
| 2023 | 201 | $4.2M | $557,941 | $793,481 |
| 2022 | 215 | $3.4M | $646,949 | $955,492 |
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 |
|---|---|---|---|---|
| LETHERT, SKWIRA, SCHULTZ & CO., LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LETHERT, SKWIRA, SCHULTZ & CO., LLP — 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 | $71,512 | — | $70,462 | — | — |
| 2023 | $22,451 | — | $22,451 | — | — |
| 2022 | $11,075 | — | $11,075 | — | — |