Plan Snapshot
- Plan Sponsor: American Wholesalers Incorporated
- Sponsor EIN: 351052787
- Sponsor Address: 3509 AMERICAN WAY, EVANSVILLE, IN, 47711
- Plan Type: 401(k)
- Total Participants: 42
- Total Assets: $4.3M
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 | 42 | $4.3M | $31,227 | $139,634 |
| 2023 | 43 | $5.2M | $88,953 | $353,297 |
| 2022 | 177 | $7.0M | $91,259 | $367,528 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, 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 | $35,071 | — | — | — | — |
| 2023 | $60,160 | — | $54,388 | — | — |
| 2022 | $55,218 | $52,368 | $2,850 | — | — |