Plan Snapshot
- Plan Sponsor: Wieser Brothers General Contractor, INC.
- Sponsor EIN: 411776461
- Sponsor Address: 200 TWILITE STREET, LA CRESCENT, MN, 55947
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 175
- Total Assets: $43.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 175 | $43.2M | $0 | $0 |
| 2024 | 164 | $35.4M | $1.2M | $780,199 |
| 2023 | 139 | $29.7M | $1.3M | $769,636 |
| 2022 | 139 | $24.1M | $1.1M | $673,708 |
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 |
|---|---|---|---|---|
| OSAIC WEALTH, INC. | Investment Advisor | $54,808 | — | $54,808 |
| STANCORP FINANCIAL GROUP | Recordkeeper | $43,160 | — | $43,160 |
| THE PENSION SPECIALISTS | Recordkeeper | — | $18,780 | $18,780 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $116,748
- Estimated Expense Ratio: 0.270% 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 |
|---|---|---|---|---|---|
| 2025 | $643,465 | — | $97,968 | — | — |
| 2024 | $84,529 | — | $84,529 | — | — |
| 2023 | $89,421 | — | $86,706 | — | — |
| 2022 | $88,428 | — | $88,428 | — | — |