Plan Snapshot
- Plan Sponsor: Tj Hale Company, LLC
- Sponsor EIN: 463954205
- Sponsor Address: W 139 N 9499 HIGHWAY 145, MENOMONEE FALLS, WI, 53051
- Plan Type: 401(k)
- Total Participants: 90
- Total Assets: $11.7M
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 | 90 | $11.7M | $127,708 | $537,497 |
| 2023 | 88 | $10.7M | $137,414 | $506,201 |
| 2022 | 85 | $9.6M | $113,133 | $436,853 |
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 |
|---|---|---|---|---|
| VRAKAS S.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VRAKAS S.C. — 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 | $44,130 | — | — | — | — |
| 2023 | $44,485 | — | — | — | — |
| 2022 | $55,281 | — | — | — | — |