# Black Equipment Co. INC. 401(k) Plan
Source: https://planprovider.pro/companies/black-equipment-co-inc-401k-plan

> Black Equipment Co. INC.'s 401(k) plan: 307 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Black Equipment Co. INC.

- **Sponsor EIN:** 350999221

- **Sponsor Address:** 1187 BURCH DRIVE, EVANSVILLE, IN, 47725

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

- **Total Participants:** 307

- **Total Assets:** $10.0M

## 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|307|$10.0M|$150,221|$569,720|

| 2023|296|$9.3M|$141,632|$513,657|

| 2022|260|$8.6M|$108,014|$420,925|

## 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|

| AMERICAN UNITED LIFE INSURANCE CO|NONE|$1,444|$53,642|$55,086|

| RT JONES CAPITAL EQUITIES MGMT INC|NONE|$21,098|—|$21,098|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $76,184

- **Estimated Expense Ratio:** 0.761% 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|$22,092|$21,098|$994|—|—|

| 2023|$18,974|$18,279|$695|—|—|

| 2022|$19,606|$18,501|$1,105|—|—|

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