Plan Snapshot
- Plan Sponsor: Woodtrust Bank
- Sponsor EIN: 390720440
- Sponsor Address: 181 2ND STREET SOUTH, P.O. BOX 8000, WISCONSIN RAPIDS, WI, 54495
- Plan Type: 401(k)
- Total Participants: 89
- Total Assets: $44.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 89 | $44.2M | $437,029 | $807,749 |
| 2023 | 88 | $39.0M | $440,530 | $758,338 |
| 2022 | 96 | $32.4M | $437,981 | $716,086 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | NONE | $8,308 | — | $8,308 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,308
- Estimated Expense Ratio: 0.019% 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 | $14,703 | $5,568 | — | $9,135 | — |
| 2023 | $13,376 | $4,451 | — | $8,925 | — |
| 2022 | $14,750 | — | — | — | — |