Plan Snapshot
- Plan Sponsor: Tweet-Garot Mechanical, INC.
- Sponsor EIN: 391194275
- Sponsor Address: 325 REID ST, DEPERE, WI, 54115
- Plan Type: 401(k)
- Total Participants: 122
- Total Assets: $18.0M
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 | 122 | $18.0M | $550,088 | $1.1M |
| 2023 | 121 | $14.0M | $320,614 | $949,809 |
| 2022 | 103 | $17.5M | $276,645 | $751,988 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — 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 | $32,552 | $30,515 | — | — | — |
| 2023 | $40,785 | $40,230 | — | — | — |
| 2022 | $54,204 | $42,222 | $11,982 | — | — |