Plan Snapshot
- Plan Sponsor: Ave-Plp, LLC
- Sponsor EIN: 204936311
- Sponsor Address: 58668 190TH STREET, PACIFIC JUNCTION, IA, 51561
- Plan Type: 401(k)
- Total Participants: 990
- Total Assets: $93.6M
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 | 990 | $93.6M | $2.9M | $6.1M |
| 2023 | 1,033 | $84.1M | $2.7M | $5.8M |
| 2022 | 486 | $31.7M | $924,739 | $2.8M |
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 |
|---|---|---|---|---|
| EQUIPMENT DEALER CONSULTING, LLC | Auditor | $21,555 | — | $21,555 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,555
- Estimated Expense Ratio: 0.023% 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 | $573,687 | $68,629 | — | $21,555 | — |
| 2023 | $147,923 | $120,197 | — | — | — |
| 2022 | $210,707 | $165,560 | $29,225 | — | $15,922 |