Plan Snapshot
- Plan Sponsor: C & M Conveyor, INC.
- Sponsor EIN: 300107585
- Sponsor Address: 4598 ST RD 37, MITCHELL, IN, 47446
- Plan Type: 401(k)
- Total Participants: 124
- Total Assets: $11.2M
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 | 124 | $11.2M | $401,519 | $798,379 |
| 2023 | 110 | $9.6M | $355,938 | $690,884 |
| 2022 | 386 | $7.7M | $340,603 | $588,992 |
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 |
|---|---|---|---|---|
| PLANTE MORAN, PLLC | 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 | $91,486 | $25,541 | — | — | — |
| 2023 | $23,008 | $12,481 | — | — | — |
| 2022 | $1,775 | — | — | — | — |