Plan Snapshot
- Plan Sponsor: Weinbrenner Shoe Company INC
- Sponsor EIN: 391597573
- Sponsor Address: 108 SOUTH POLK STREET, MERRILL, WI, 54452
- Plan Type: 401(k)
- Total Participants: 169
- Total Assets: $7.3M
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 | 169 | $7.3M | $406,650 | $413,989 |
| 2023 | 161 | $6.7M | $362,408 | $360,775 |
| 2022 | 202 | $6.0M | $287,626 | $311,349 |
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 |
|---|---|---|---|---|
| EMPOWER ADVISORY GROUP LLC | Other Service Provider | $20,351 | — | $20,351 |
| WHALEN CAPITAL, INC | Investment Advisor | $13,382 | — | $13,382 |
| CORPORATE RETIREMENT SOLUTIONS LLC | Recordkeeper | $1,225 | $7,308 | $8,533 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $7,657 | — | $7,657 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,923
- Estimated Expense Ratio: 0.682% 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 | $39,364 | $31,469 | — | — | — |
| 2023 | $43,880 | $37,030 | $6,850 | — | — |
| 2022 | $42,339 | $37,014 | — | — | — |