Plan Snapshot
- Plan Sponsor: The Fall River Group, INC.
- Sponsor EIN: 391353471
- Sponsor Address: 670 SOUTH MAIN STREET, FALL RIVER, WI, 53932
- Plan Type: 401(k)
- Total Participants: 191
- Total Assets: $28.4M
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 | 191 | $28.4M | $484,491 | $899,424 |
| 2023 | 192 | $29.0M | $455,122 | $878,519 |
| 2022 | 179 | $24.9M | $452,167 | $826,412 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $6,408 | $5,008 | — | — | — |
| 2023 | $5,310 | $4,285 | — | — | — |
| 2022 | $5,499 | — | $5,499 | — | — |