Plan Snapshot
- Plan Sponsor: V&S Midwest Carriers, Corp
- Sponsor EIN: 010552460
- Sponsor Address: 2600 BUCHANAN ST, KAUKAUNA, WI, 54130
- Plan Type: 401(k)
- Total Participants: 170
- Total Assets: $9.8M
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 | 170 | $9.8M | $128,235 | $781,833 |
| 2023 | 173 | $8.7M | $112,129 | $807,586 |
| 2022 | 168 | $6.6M | $107,904 | $744,047 |
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 |
|---|---|---|---|---|
| KERBER ROSE | Auditor | — | — | $0 |
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 | $60,976 | $55,519 | — | — | — |
| 2023 | $46,531 | $46,531 | — | — | — |
| 2022 | $50,734 | $47,695 | — | — | — |