Plan Snapshot
- Plan Sponsor: A To Z Drying, INC.
- Sponsor EIN: 420995081
- Sponsor Address: 1000 WALLACE RD., OSAGE, IA, 50461
- Plan Type: 401(k)
- Total Participants: 124
- Total Assets: $12.4M
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 | 124 | $12.4M | $85,852 | $515,519 |
| 2023 | 125 | $11.0M | $84,646 | $493,741 |
| 2022 | 114 | $9.1M | $75,363 | $438,521 |
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 |
|---|---|---|---|---|
| HONKAMP KRUEGER FINANCIAL SERVICES | NONE | $29,624 | — | $29,624 |
| STAN CORP FINANCIAL GROUP | NONE | $25,469 | — | $25,469 |
| HOGAN-HANSEN, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HONKAMP KRUEGER FINANCIAL SERVICES — NONE
- STAN CORP FINANCIAL GROUP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $55,093
- Estimated Expense Ratio: 0.443% 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 | $38,194 | $32,369 | $5,825 | — | — |
| 2023 | $5,130 | — | $5,130 | — | — |
| 2022 | $2,093 | — | $2,093 | — | — |