Plan Snapshot
- Plan Sponsor: Therma-Stor LLC
- Sponsor EIN: 352609097
- Sponsor Address: 4201 LIEN ROAD, MADISON, WI, 537043606
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 143
- Total Assets: $22.9M
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. |
|---|---|---|---|---|
| 2023 | 143 | $22.9M | $510,625 | $1.6M |
| 2022 | 139 | $21.1M | $569,707 | $1.6M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $75,365 | — | $75,365 |
| GLOBAL RETIREMENT PARTNERS LLC | Investment Advisor | — | $36,657 | $36,657 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $112,022
- Estimated Expense Ratio: 0.488% 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 |
|---|---|---|---|---|---|
| 2023 | $75,365 | — | $75,365 | — | — |
| 2022 | $81,678 | — | $81,678 | — | — |