Plan Snapshot
- Plan Sponsor: The Vollrath Company LLC
- Sponsor EIN: 391859733
- Sponsor Address: 1236 N 18TH ST, SHEBOYGAN, WI, 530813201
- Plan Type: DB
- Total Participants: 75
- Total Assets: $35.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 75 | $35.8M | $0 | $0 |
| 2023 | 86 | $35.4M | $0 | $0 |
| 2022 | 96 | $33.7M | $0 | $0 |
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 |
|---|---|---|---|---|
| OLD NATIONAL BANK | Other Service Provider | $48,497 | — | $48,497 |
| ALPHA INVESTING CONSULTING GROUP | Other Service Provider | $7,996 | — | $7,996 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $56,493
- Estimated Expense Ratio: 0.158% 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 | $56,493 | — | $56,493 | — | — |
| 2023 | $34,026 | — | $34,026 | — | — |
| 2022 | $32,144 | — | — | — | $32,144 |