Plan Snapshot
- Plan Sponsor: The Baraboo Bancorporation, INC.
- Sponsor EIN: 391434200
- Sponsor Address: 101 3RD AVE, BARABOO, WI, 539132581
- Plan Type: 401(k)
- Total Participants: 89
- Total Assets: $19.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 89 | $19.9M | $303,083 | $591,409 |
| 2023 | 89 | $18.0M | $282,570 | $580,050 |
| 2022 | 87 | $15.5M | $389,656 | $546,455 |
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 |
|---|---|---|---|---|
| EPIC ADVISORS, INC | NONE | $3,588 | $20,607 | $24,195 |
| CHARLES SCHWAB TRUST BANK | NONE | — | $7,757 | $7,757 |
| WEGNER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EPIC ADVISORS, INC — NONE
- CHARLES SCHWAB TRUST BANK — NONE
- WEGNER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,952
- Estimated Expense Ratio: 0.161% 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 | $4,366 | $778 | $3,588 | — | — |
| 2023 | $4,366 | $2,375 | $1,991 | — | — |
| 2022 | $4,240 | — | $4,240 | — | — |