Plan Snapshot
- Plan Sponsor: Carroll Distributing & Construction Supply, INC.
- Sponsor EIN: 421190085
- Sponsor Address: 2453 N. COURT ST., OTTUMWA, IA, 52501
- Plan Type: 401(k)
- Total Participants: 342
- Total Assets: $14.0M
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 | 342 | $14.0M | $0 | $808,917 |
| 2023 | 292 | $11.9M | $0 | $725,262 |
| 2022 | 267 | $10.1M | $0 | $702,138 |
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 |
|---|---|---|---|---|
| MARTENS & COMPANY, CPA, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MARTENS & COMPANY, CPA, LLP — Auditor
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 | $83,568 | — | $83,568 | — | — |
| 2023 | $69,432 | — | $69,432 | — | — |
| 2022 | $64,558 | — | $64,558 | — | — |