Plan Snapshot
- Plan Sponsor: Viskoteepak, LLC
- Sponsor EIN: 201267287
- Sponsor Address: 1126 88TH PLACE, KENOSHA, WI, 53143
- Plan Type: 401(k)
- Total Participants: 115
- Total Assets: $9.6M
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 | 115 | $9.6M | $341,889 | $619,294 |
| 2023 | 111 | $9.3M | $319,808 | $571,363 |
| 2022 | 108 | $8.2M | $303,271 | $562,170 |
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 |
|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | Recordkeeper | $22,104 | — | $22,104 |
| TRANSAMERICA LIFE INSURANCE COMPANY | Recordkeeper | $7,645 | — | $7,645 |
| EDWARD D JONES & COMPANY | Investment Advisor | $6,587 | — | $6,587 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK LIFE INSURANCE COMPANY — Recordkeeper
- TRANSAMERICA LIFE INSURANCE COMPANY — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,336
- Estimated Expense Ratio: 0.379% 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 | $37,176 | $7,427 | — | — | — |
| 2023 | $37,525 | $13,345 | $24,180 | — | — |
| 2022 | $39,612 | $14,880 | $24,732 | — | — |