Plan Snapshot
- Plan Sponsor: The Boucher Group, INC.
- Sponsor EIN: 391607079
- Sponsor Address: 4141 S 108TH STREET, GREENFIELD, WI, 53228
- Plan Type: 401(k)
- Total Participants: 953
- Total Assets: $50.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 953 | $50.4M | $287,818 | $2.3M |
| 2023 | 893 | $42.9M | $278,227 | $2.2M |
| 2022 | 856 | $35.9M | $281,981 | $2.2M |
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 |
|---|---|---|---|---|
| FRANCIS, LLC | ADVISOR | $20,000 | — | $20,000 |
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FRANCIS, LLC — ADVISOR
- WIPFLI LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,000
- Estimated Expense Ratio: 0.040% 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 | $24,701 | $20,000 | — | — | — |
| 2023 | $5,783 | — | — | — | — |
| 2022 | $8,175 | — | — | — | — |