# Bane-Welker Equipment, LLC 401(k) Plan
Source: https://planprovider.pro/companies/bane-welker-equipment-llc-401k-plan

> Bane-Welker Equipment, LLC's 401(k) plan: 279 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bane-Welker Equipment, LLC

- **Sponsor EIN:** 364748678

- **Sponsor Address:** 33 E 700 S, LADOGA, IN, 47954

- **Plan Type:** 401(k)

- **Total Participants:** 279

- **Total Assets:** $17.9M

## 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|279|$17.9M|$203,410|$2.3M|

| 2023|356|$15.3M|$222,735|$2.5M|

| 2022|325|$11.4M|$183,241|$2.0M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$46,383|—|$46,383|

| PROCOURSE FIDUCIARY ADVISORS LLC|ADVISOR|$20,000|—|$20,000|

| HUTH THOMPSON LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [HUTH THOMPSON LLP](https://planprovider.pro/provider/huth-thompson-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $66,383

- **Estimated Expense Ratio:** 0.371% 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|$66,383|$20,000|—|—|—|

| 2023|$54,441|$20,000|—|—|—|

| 2022|$51,315|—|—|—|—|

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