Plan Snapshot
- Plan Sponsor: The Board Of Trustees Of The Fox Valley Sheet Metal Health Fund
- Sponsor EIN: 396095127
- Sponsor Address: 2201 SPRINGDALE ROAD, WAUKESHA, WI, 53186
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 753
- Total Assets: $19.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 753 | $19.2M | $14.1M | $478,191 |
| 2023 | 745 | $19.8M | $14.2M | $378,580 |
| 2022 | 740 | $18.2M | $13.7M | $406,644 |
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 |
|---|---|---|---|---|
| UNITED HEALTH CARE INSURANCE CO | Other Service Provider | $485,110 | — | $485,110 |
| BENEFIT PLAN ADMINISTRATION | Other Service Provider | $288,922 | — | $288,922 |
| EXPRESS SCRIPTS | Other Service Provider | $205,059 | — | $205,059 |
| REINHART BOERNER & VAN DEUREN S.C. | Other Service Provider | $72,391 | — | $72,391 |
| THE SEGAL COMPANY, INC. | Other Service Provider | $57,703 | — | $57,703 |
| DELTA DENTAL OF WISCONSIN | Other Service Provider | $30,369 | — | $30,369 |
| MARINER INSTITUTIONAL, LLC | Other Service Provider | $30,000 | — | $30,000 |
| ASSOCIATED TRUST COMPANY | Other Service Provider | $29,142 | — | $29,142 |
| MEDEXPERT INTERNATIONAL, INC. | Other Service Provider | $28,275 | — | $28,275 |
| US BANK NATIONAL ASSOCIATION | Recordkeeper | $25,604 | — | $25,604 |
| SIKICH LLP | Other Service Provider | $24,825 | — | $24,825 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- US BANK NATIONAL ASSOCIATION — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,277,400
- Estimated Expense Ratio: 6.652% 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 | $616,793 | $64,214 | $263,887 | $24,825 | — |
| 2023 | $642,307 | $59,444 | $254,325 | $23,865 | — |
| 2022 | $594,807 | $59,647 | $239,282 | — | $195,534 |