Plan Snapshot
- Plan Sponsor: Barton Solvents, INC.
- Sponsor EIN: 420683217
- Sponsor Address: PO BOX 221, DES MOINES, IA, 503060221
- Plan Type: DC
- Total Participants: 219
- Total Assets: $64.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 219 | $64.6M | $3.5M | $886,390 |
| 2023 | 212 | $57.5M | $3.3M | $898,672 |
| 2022 | 194 | $52.1M | $3.0M | $728,526 |
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 |
|---|---|---|---|---|
| MARSHALL VANDER LINDEN CPA, PLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MARSHALL VANDER LINDEN CPA, PLC — 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 | $169,910 | — | $169,910 | — | — |
| 2023 | $156,602 | — | $156,602 | — | — |
| 2022 | $158,865 | — | $158,865 | — | — |