Plan Snapshot
- Plan Sponsor: Vos Electric, INC.
- Sponsor EIN: 391526928
- Sponsor Address: 3131 MARKET STREET, GREEN BAY, WI, 543045611
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 319
- Total Assets: $669,918
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 319 | $669,918 | $5.0M | $1.0M |
| 2023 | 330 | $21,714 | $4.0M | $912,000 |
| 2022 | 346 | $582,886 | $4.7M | $893,982 |
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 |
|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF WISCONSIN | Other Service Provider | $241,703 | — | $241,703 |
| COMPCARE HEALTH SERVICES INSURANCE | Other Service Provider | — | $204,916 | $204,916 |
| AON RISK SERVICES CENTRAL, INC. | Investment Advisor | $1,514 | $75,503 | $77,017 |
| DELTA DENTAL OF WISCONSIN | Recordkeeper | $13,309 | — | $13,309 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $536,945
- Estimated Expense Ratio: 80.151% 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 | $37,084 | — | $37,084 | — | — |
| 2023 | $104,362 | — | $104,362 | — | — |
| 2022 | $198,762 | — | $198,762 | — | — |