Plan Snapshot
- Plan Sponsor: Tenere INC
- Sponsor EIN: 411784931
- Sponsor Address: 100 INDUSTRIAL DRIVE, OSCEOLA, WI, 54020
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 409
- Total Assets: $18.8M
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. |
|---|---|---|---|---|
| 2023 | 409 | $18.8M | $761,393 | $1.7M |
| 2022 | 408 | $17.8M | $678,818 | $1.6M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | Other Service Provider | $71,060 | — | $71,060 |
| MORGAN STANLEY GLOBAL | Other Service Provider | $52,246 | — | $52,246 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $123,306
- Estimated Expense Ratio: 0.657% 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 |
|---|---|---|---|---|---|
| 2023 | $123,305 | $52,246 | $71,059 | — | — |
| 2022 | $105,223 | $32,243 | $72,980 | — | — |