Plan Snapshot
- Plan Sponsor: 80/20, LLC
- Sponsor EIN: 351675357
- Sponsor Address: 1701 SOUTH 400 EAST, COLUMBIA CITY, IN, 467258753
- Plan Type: 401(k)
- Total Participants: 385
- Total Assets: $18.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 385 | $18.2M | $730,797 | $1.5M |
| 2023 | 368 | $16.3M | $669,238 | $1.4M |
| 2022 | 378 | $13.7M | $554,393 | $1.1M |
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 |
|---|---|---|---|---|
| BADEN, GAGE & SCHROEDER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BADEN, GAGE & SCHROEDER — 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 | $18,813 | — | $15,575 | — | — |
| 2023 | $12,600 | — | $10,675 | — | — |
| 2022 | $8,275 | — | — | — | $8,275 |