Plan Snapshot
- Plan Sponsor: Big River Resources West Burlington, LLC
- Sponsor EIN: 710913379
- Sponsor Address: 211 N GEAR AVE STE 200, WEST BURLINGTON, IA, 526551027
- Plan Type: 401(k)
- Total Participants: 220
- Total Assets: $29.7M
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 | 220 | $29.7M | $1.4M | $1.1M |
| 2023 | 211 | $24.8M | $1.3M | $1.1M |
| 2022 | 207 | $22.0M | $1.6M | $1.0M |
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 |
|---|---|---|---|---|
| OLSEN THIELEN & CO, LTD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- OLSEN THIELEN & CO, LTD — 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 | $141,173 | — | — | — | — |
| 2023 | $136,359 | — | — | — | — |
| 2022 | $56,804 | — | — | — | — |