Plan Snapshot
- Plan Sponsor: Campbell & Fetter Bank
- Sponsor EIN: 350843168
- Sponsor Address: 126 SOUTH ORCHARD STREET, KENDALLVILLE, IN, 467551731
- Plan Type: DB
- Plan Number: 001
- Total Participants: 52
- Total Assets: $27.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 52 | $27.5M | $0 | $0 |
| 2023 | 50 | $25.6M | $0 | $0 |
| 2022 | 47 | $24.6M | $0 | $0 |
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 |
|---|---|---|---|---|
| MONARCH CAPITAL MANAGEMENT, INC. | Other Service Provider | $166,282 | — | $166,282 |
| STURGIS BANK AND TRUST COMPANY | Other Service Provider | $57,418 | — | $57,418 |
| ASCENSUS | Recordkeeper | $49,130 | — | $49,130 |
| CROWE LLP | Other Service Provider | $26,513 | — | $26,513 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ASCENSUS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $299,343
- Estimated Expense Ratio: 1.087% 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 | $313,079 | $166,282 | — | $26,513 | — |
| 2023 | $266,333 | $156,502 | — | $7,613 | — |
| 2022 | $229,368 | $148,648 | — | — | $69,544 |