Plan Snapshot
- Plan Sponsor: Tufco LP
- Sponsor EIN: 752690363
- Sponsor Address: 3161 SOUTH RIDGE ROAD, GREEN BAY, WI, 54305
- Plan Type: 401(k)
- Total Participants: 289
- Total Assets: $7.6M
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 | 289 | $7.6M | $114,723 | $295,135 |
| 2023 | 248 | $7.1M | $120,103 | $312,722 |
| 2022 | 176 | $6.3M | $132,527 | $342,863 |
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 |
|---|---|---|---|---|
| JOHNSON BANK | Other Service Provider | $32,006 | — | $32,006 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,006
- Estimated Expense Ratio: 0.424% of plan assets
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 | $32,006 | — | $29,190 | — | — |
| 2023 | $32,223 | — | $28,322 | — | — |
| 2022 | $39,149 | — | — | — | — |