Plan Snapshot
- Plan Sponsor: Cardinal Scale Mfg Co.
- Sponsor EIN: 440608372
- Sponsor Address: 102 E. DAUGHERTY, WEBB CITY, MO, 64870
- Plan Type: 401(k)
- Plan Number: 502
- Total Participants: 167
- Total Assets: $91,679
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 | 167 | $91,679 | $1.6M | $477,917 |
| 2023 | 154 | $15,628 | $749,566 | $454,802 |
| 2022 | 180 | $561,697 | $2.1M | $467,862 |
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 |
|---|---|---|---|---|
| KPM CPAS, PC | 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 | $59,221 | — | $39,221 | — | — |
| 2023 | $52,323 | — | $32,323 | — | — |
| 2022 | $57,730 | — | $37,730 | — | — |