# The Elkin Company, LLC 401(k) Plan
Source: https://planprovider.pro/companies/the-elkin-company-llc-401k-plan

> The Elkin Company, LLC's 401(k) plan: 622 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Elkin Company, LLC

- **Sponsor EIN:** 391264653

- **Sponsor Address:** P.O. BOX 279, BURLINGTON, WI, 53105

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

- **Total Participants:** 622

- **Total Assets:** $21.7M

## 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|622|$21.7M|$666,778|$1.1M|

| 2023|594|$19.2M|$683,166|$1.1M|

| 2022|539|$17.2M|$670,295|$1.1M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$89,178|—|$89,178|

| ROBERT W BAIRD & CO INC|INVESTMENT ADVISORY|—|$39,768|$39,768|

| THE RETIREMENT ADVANTAGE INC|OTHER SERVICES|—|$23,073|$23,073|

| SVA CERTIFIED PUBLIC ACCOUNTANTS, S|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $152,019

- **Estimated Expense Ratio:** 0.700% 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|$97,211|—|$97,211|—|—|

| 2023|$76,703|—|$76,703|—|—|

| 2022|$81,249|—|$81,249|—|—|

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