Plan Snapshot
- Plan Sponsor: Winsert LLC
- Sponsor EIN: 391281143
- Sponsor Address: 2645 INDUSTRIAL PARKWAY, MARINETTE, WI, 54143
- Plan Type: 401(k)
- Total Participants: 158
- Total Assets: $19.5M
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 | 158 | $19.5M | $275,405 | $829,201 |
| 2023 | 175 | $17.8M | $319,857 | $946,179 |
| 2022 | 171 | $14.9M | $298,204 | $868,888 |
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 |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI LLP — Auditor
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 | $18,475 | — | $18,475 | — | — |
| 2023 | $14,105 | — | $14,105 | — | — |
| 2022 | $13,920 | — | $13,920 | — | — |