Plan Snapshot
- Plan Sponsor: Workforce Solutions, LLC
- Sponsor EIN: 810823242
- Sponsor Address: E10890 PENNY LANE, BARABOO, WI, 53913
- Plan Type: 401(k)
- Total Participants: 247
- Total Assets: $15.5M
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. |
|---|---|---|---|---|
| 2024 | 247 | $15.5M | $572,797 | $1.3M |
| 2023 | 216 | $12.7M | $518,909 | $1.3M |
| 2022 | 188 | $9.7M | $431,660 | $996,060 |
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 |
|---|---|---|---|---|
| ELLIOTT, ROBINSON AND COMPANY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ELLIOTT, ROBINSON AND COMPANY, 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 | $95,568 | $53,992 | $9,361 | — | — |
| 2023 | $112,711 | $40,232 | $6,777 | — | — |
| 2022 | $108,590 | $74,270 | — | — | $34,320 |