Plan Snapshot
- Plan Sponsor: Trachte Building Systems, INC.
- Sponsor EIN: 390662360
- Sponsor Address: 314 WILBURN RD., SUN PRAIRE, WI, 53590
- Plan Type: 401(k)
- Total Participants: 168
- Total Assets: $5.9M
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. |
|---|---|---|---|---|
| 2024 | 168 | $5.9M | $441,943 | $523,071 |
| 2023 | 136 | $6.0M | $386,385 | $452,428 |
| 2022 | 118 | $5.3M | $318,889 | $406,057 |
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 | $8,951 | $8,413 | — | — | — |
| 2023 | $2,529 | $2,529 | — | — | — |
| 2022 | $4,465 | $2,588 | — | — | — |