Plan Snapshot
- Plan Sponsor: Wisconsin Coil Spring LLC.
- Sponsor EIN: 800870130
- Sponsor Address: S82 W19125 APOLLO DRIVE, MUSKEGO, WI, 53150
- Plan Type: 401(k)
- Total Participants: 92
- Total Assets: $6.9M
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 | 92 | $6.9M | $181,105 | $412,382 |
| 2023 | 95 | $6.5M | $183,972 | $413,309 |
| 2022 | 101 | $6.2M | $178,731 | $421,734 |
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 | $10,200 | — | $10,200 |
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: $10,200
- Estimated Expense Ratio: 0.148% 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 | $64,171 | $36,619 | — | $10,200 | — |
| 2023 | $50,001 | $32,957 | — | — | — |
| 2022 | $61,798 | $2,247 | — | — | — |