# Trace-A-Matic Corporation Health & Welfare Plan
Source: https://planprovider.pro/companies/trace-a-matic-corporation-391103834-510

> Trace-A-Matic Corporation's Health & Welfare plan: 339 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trace-A-Matic Corporation

- **Sponsor EIN:** 391103834

- **Sponsor Address:** 21125 ENTERPRISE AVENUE, BROOKFIELD, WI, 53045

- **Plan Type:** Health & Welfare

- **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|—|—|—|—|—|

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