Plan Snapshot
- Plan Sponsor: Vital Plastics, INC
- Sponsor EIN: 391792049
- Sponsor Address: 680 VANDEBERG ST, BALDWIN, WI, 54002
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 296
- Total Assets: $3.2M
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. |
|---|---|---|---|---|
| 2023 | 296 | $3.2M | $129,941 | $367,747 |
| 2022 | 103 | $2.8M | $135,715 | $345,945 |
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 |
|---|---|---|---|---|
| MINNESOTA LIFE INSURANCE COMPANY | Other Service Provider | $10,311 | — | $10,311 |
| ST CROIX ADVISORS, LLC | Other Service Provider | $7,776 | — | $7,776 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,087
- Estimated Expense Ratio: 0.569% 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 |
|---|---|---|---|---|---|
| 2023 | $10,311 | — | $10,311 | — | — |
| 2022 | $18,821 | — | $18,821 | — | — |