Plan Snapshot
- Plan Sponsor: Volm Companies, Incorporated
- Sponsor EIN: 390872639
- Sponsor Address: PO BOX 400, ANTIGO, WI, 54409
- Plan Type: 401(k)
- Total Participants: 536
- Total Assets: $51.0M
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 | 536 | $51.0M | $1.7M | $2.4M |
| 2023 | 496 | $43.6M | $1.6M | $2.2M |
| 2022 | 428 | $35.8M | $1.4M | $1.9M |
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 | $146,365 | $62,575 | — | — | — |
| 2023 | $126,871 | $48,743 | — | — | — |
| 2022 | $124,641 | $48,297 | — | — | $76,334 |