Plan Snapshot
- Plan Sponsor: West Point Dairy Products, LLC
- Sponsor EIN: 202548135
- Sponsor Address: PO BOX 10, GREENWOOD, WI, 54437
- Plan Type: 401(k)
- Total Participants: 329
- Total Assets: $14.3M
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 | 329 | $14.3M | $836,824 | $1.2M |
| 2023 | 314 | $12.5M | $670,201 | $1.1M |
| 2022 | 283 | $10.2M | $620,483 | $999,648 |
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 |
|---|---|---|---|---|
| AVANTAX ADVISORY SERVICES | NONE | $48,253 | — | $48,253 |
| ASCENSUS LLC | NONE | $44,194 | $19 | $44,213 |
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AVANTAX ADVISORY SERVICES — NONE
- WIPFLI LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $92,466
- Estimated Expense Ratio: 0.645% 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 | $92,447 | $48,253 | $44,194 | — | — |
| 2023 | $69,089 | $39,353 | $29,736 | — | — |
| 2022 | $58,731 | $36,812 | $21,919 | — | — |