Plan Snapshot
- Plan Sponsor: Vets Plus, INC.
- Sponsor EIN: 391697629
- Sponsor Address: 302 CEDAR FALLS RD, MENOMONIE, WI, 54751
- Plan Type: 401(k)
- Total Participants: 157
- Total Assets: $9.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 157 | $9.3M | $356,475 | $563,433 |
| 2023 | 130 | $7.5M | $300,839 | $494,403 |
| 2022 | 138 | $7.5M | $257,583 | $426,667 |
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 |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI 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 | $2,498 | $2,223 | — | — | — |
| 2023 | $2,094 | $1,709 | — | — | — |
| 2022 | $1,282 | $982 | — | — | — |