Plan Snapshot
- Plan Sponsor: Arnold Motor Supply, LLP
- Sponsor EIN: 420620370
- Sponsor Address: 601 1ST AVENUE NW, SPENCER, IA, 51301
- Plan Type: 401(k)
- Total Participants: 831
- Total Assets: $28.1M
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 | 831 | $28.1M | $488,421 | $1.4M |
| 2023 | 789 | $25.5M | $460,193 | $1.3M |
| 2022 | 696 | $20.4M | $419,895 | $1.2M |
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 |
|---|---|---|---|---|
| WINTHER, STAVE & CO., LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WINTHER, STAVE & CO., 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 | $107,376 | $107,376 | — | — | — |
| 2023 | $91,088 | $91,088 | — | — | — |
| 2022 | $83,688 | $83,688 | — | — | — |