Plan Snapshot
- Plan Sponsor: Vannguard Utility Partners, INC.
- Sponsor EIN: 421502105
- Sponsor Address: 5927 HAASE RD, DE FOREST, WI, 53532
- Plan Type: 401(k)
- Total Participants: 325
- Total Assets: $3.6M
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 | 325 | $3.6M | $139,075 | $690,024 |
| 2023 | 316 | $2.8M | $106,491 | $513,388 |
| 2022 | 274 | $2.4M | $87,811 | $447,833 |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $19,729 | — | $19,729 |
| WEGNER CPAS LLP | ACCOUNTANT | $11,200 | — | $11,200 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- WEGNER CPAS LLP — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,929
- Estimated Expense Ratio: 0.861% 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 | $30,929 | — | — | $11,200 | — |
| 2023 | $27,157 | — | — | $10,000 | — |
| 2022 | $17,649 | — | — | — | — |