Plan Snapshot
- Plan Sponsor: Annett Holdings INC
- Sponsor EIN: 421292482
- Sponsor Address: 6115 SW LELAND AVE., DES MOINES, IA, 50321
- Plan Type: 401(k)
- Total Participants: 5,008
- Total Assets: $99.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 5,008 | $99.9M | $692,088 | $13.0M |
| 2023 | 3,664 | $81.8M | $978,770 | $11.8M |
| 2022 | 3,387 | $63.0M | $713,803 | $10.5M |
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 |
|---|---|---|---|---|
| MHCS, P.C. | Auditor | — | — | $0 |
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 | $278,478 | — | — | — | — |
| 2023 | $291,156 | — | — | — | — |
| 2022 | $375,225 | — | — | — | — |