Plan Snapshot
- Plan Sponsor: Trace-A-Matic Corporation
- Sponsor EIN: 391103834
- Sponsor Address: 21125 ENTERPRISE AVENUE, BROOKFIELD, WI, 53045
- Plan Type: 401(k)
- Plan Number: 510
- Total Participants: 339
- Total Assets: $0
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 | 339 | $0 | $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 |
|---|---|---|---|---|
| UMR, INC. | Other Service Provider | $199,241 | $5,876 | $205,117 |
| R&R INSURANCE SERVICES INC. | Investment Advisor | $31,106 | — | $31,106 |
| DELTA DENTAL OF WISCONSIN | Recordkeeper | $14,762 | — | $14,762 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $250,985
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 | — | — | — | — | — |