Plan Snapshot
- Plan Sponsor: Aurora Casket Company, LLC
- Sponsor EIN: 455253133
- Sponsor Address: 10944 MARSH ROAD, AURORA, IN, 470010474
- Plan Type: 401(k)
- Total Participants: 168
- Total Assets: $10.1M
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 | 168 | $10.1M | $102,771 | $264,493 |
| 2023 | 184 | $9.8M | $110,602 | $279,780 |
| 2022 | 210 | $10.4M | $136,163 | $340,051 |
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 |
|---|---|---|---|---|
| GOFF BACKA ALFERA & CO LLC | 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 | $9,271 | $1,458 | — | — | — |
| 2023 | $9,503 | $358 | — | — | — |
| 2022 | $8,743 | $475 | $8,268 | — | — |