Plan Snapshot
- Plan Sponsor: The Vollrath Company, LLC
- Sponsor EIN: 391859733
- Sponsor Address: 1236 N 18TH STREET, SHEBOYGAN, WI, 530820611
- Plan Type: 401(k)
- Total Participants: 585
- Total Assets: $120.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 585 | $120.1M | $2.7M | $4.7M |
| 2023 | 591 | $113.4M | $3.1M | $4.6M |
| 2022 | 591 | $99.5M | $3.2M | $3.8M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
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 | $184,108 | $23,700 | — | — | — |
| 2023 | $160,893 | $17,786 | — | — | — |
| 2022 | $154,131 | $22,848 | — | — | $131,283 |