# The Bruce Company Of Wisconsin, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-bruce-company-of-wisconsin-inc-401k-plan

> The Bruce Company Of Wisconsin, INC.'s 401(k) plan: 250 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Bruce Company Of Wisconsin, INC.

- **Sponsor EIN:** 390904663

- **Sponsor Address:** P.O. BOX 620330, MIDDLETON, WI, 53562

- **Plan Type:** 401(k)

- **Total Participants:** 250

- **Total Assets:** $21.8M

## 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|250|$21.8M|$134,496|$505,412|

| 2023|189|$20.0M|$122,214|$489,698|

| 2022|237|$17.1M|$113,554|$477,715|

## 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|

| SVA|Auditor|$11,750|—|$11,750|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $11,750

- **Estimated Expense Ratio:** 0.054% 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|$87,411|$40,758|—|$11,750|—|

| 2023|$77,330|$36,355|—|$11,000|—|

| 2022|$80,267|—|—|—|—|

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