Plan Snapshot
- Plan Sponsor: C & S Products Co., INC.
- Sponsor EIN: 421029806
- Sponsor Address: 1528 CARDINAL AVE., FORT DODGE, IA, 505018518
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 0 | $0 | $0 | $0 |
| 2023 | 109 | $4.3M | $84,802 | $304,798 |
| 2022 | 124 | $3.5M | $91,197 | $357,547 |
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 |
|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS | Other Service Provider | $33,304 | $8,326 | $41,630 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $33,726 | — | $33,726 |
| RESOURCE INVESTMENT ADVISORS LLC | Investment Advisor | $25,400 | — | $25,400 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $100,756
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 | — | — | — | — | — |
| 2023 | $53,003 | — | — | — | — |
| 2022 | $40,852 | — | — | — | — |