Plan Snapshot
- Plan Sponsor: The People'S Community Bank
- Sponsor EIN: 390532600
- Sponsor Address: 222 W. COMMERCIAL STREET, MAZOMANIE, WI, 53560
- Plan Type: 401(k)
- Total Participants: 63
- Total Assets: $11.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 63 | $11.7M | $170,638 | $358,529 |
| 2024 | 51 | $10.2M | $162,488 | $333,843 |
| 2023 | 58 | $7.7M | $162,617 | $339,224 |
| 2022 | 52 | $7.1M | $122,689 | $330,144 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | NONE | $14,432 | — | $14,432 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,432
- Estimated Expense Ratio: 0.123% 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 |
|---|---|---|---|---|---|
| 2025 | $257,222 | — | $19,478 | — | — |
| 2024 | $1,276,312 | — | $16,646 | — | — |
| 2023 | $1,307,188 | — | $11,710 | — | — |
| 2022 | $3,337,761 | — | $17,179 | — | — |