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: 256
- Total Assets: $27.1M
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. |
|---|---|---|---|---|
| 2024 | 256 | $27.1M | $561,491 | $1.1M |
| 2023 | 241 | $26.4M | $576,112 | $1.1M |
| 2022 | 227 | $23.4M | $560,250 | $1.2M |
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 | $44,328 | $5,800 | — | — | — |
| 2023 | $41,034 | $4,324 | — | — | — |
| 2022 | $41,454 | $5,618 | — | — | $35,836 |