Plan Snapshot
- Plan Sponsor: Werk-Brau Co., INC.
- Sponsor EIN: 344456894
- Sponsor Address: 2800 FOSTORIA AVENUE, FINDLAY, OH, 45839
- Plan Type: 401(k)
- Total Participants: 237
- Total Assets: $23.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 237 | $23.9M | $900,000 | $1.3M |
| 2023 | 327 | $20.6M | $800,000 | $1.1M |
| 2022 | 275 | $16.2M | $650,000 | $920,196 |
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 |
|---|---|---|---|---|
| KNUEVEN, SCHROEDER & CO | Auditor | — | — | $0 |
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 | $43,834 | — | — | — | — |
| 2023 | $38,857 | — | $2,257 | — | — |
| 2022 | $38,759 | — | $38,759 | — | — |