Plan Snapshot
- Plan Sponsor: Therma-Stor LLC
- Sponsor EIN: 352609097
- Sponsor Address: 4201 LIEN ROAD, MADISON, WI, 537043606
- Plan Type: 401(k)
- Total Participants: 125
- Total Assets: $4.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 125 | $4.8M | $392,310 | $360,283 |
| 2023 | 143 | $4.5M | $279,586 | $369,443 |
| 2022 | 127 | $3.9M | $347,058 | $419,567 |
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 |
|---|---|---|---|---|
| WIPFLI,LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI,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 | $24,405 | $1,888 | — | — | — |
| 2023 | $35,280 | — | $35,280 | — | — |
| 2022 | $38,228 | — | $38,228 | — | — |