No issues reported
Sure Controls, Inc.
39-1398214· Greenville, WI· 2025 filing· vs 24,538 plans your size in your industry
B
0/100
Overall grade
Solid plan with a few things to improve.
–
Fees
not graded
B
Financial Wellness
D
Plan design
A
Compliance
Fees
Estimate only · not graded
Fees aren't disclosed. A typical estimate for a plan with this asset level is 40 bps, but this estimate is not graded.
Financial Wellness
Middle-of-the-pack savings. Employees put away $9,252/employee a year. That's about average for plans this size.
lower73th percentilehigher
Plan design
Good base, but no automatic enrollment. That's the top thing to add.
Employer match
The plan matches employee contributions, the single strongest driver of participation and savings.
Profit sharing
The employer also makes profit-sharing contributions on top of the match.
No automatic enrollment
Employees have to opt in themselves. Auto-enrollment is the easiest way to lift participation, and most newly started plans are now required to include it.
Safe harbor not reported
The filing does not establish whether this plan uses a safe harbor design, so it does not affect the grade.
Default investment (QDIA)
Employees who never pick investments land in a sensible default, usually a target-date fund, instead of cash.
No brokerage window
Employees can only invest through the plan's core fund menu. A brokerage window opens the wider market for people who want more control.
Compliance & health
No compliance issues reported on the latest filing.
No issues reported
The latest public filing does not report any of the compliance issues this grade checks.
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Recordkeeper
Not identified
Key insights
- Strongest area: compliance & health. No compliance issues reported on the latest filing.
- Best place to improve: plan design. Good base, but no automatic enrollment. That's the top thing to add.
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