# V&S Midwest Carriers, Corp 401(k) Plan
Source: https://planprovider.pro/companies/v-s-midwest-carriers-corp-401k-plan

> V&S Midwest Carriers, Corp's 401(k) plan: 170 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| ASSOCIATED TRUST COMPANY, N.A.|NONE|$60,976|—|$60,976|

| KERBER ROSE|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $60,976

- **Estimated Expense Ratio:** 0.622% 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|$60,976|$55,519|—|—|—|

| 2023|$46,531|$46,531|—|—|—|

| 2022|$50,734|$47,695|—|—|—|

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