Plan Snapshot
- Plan Sponsor: Cedar Valley Corp., LLC
- Sponsor EIN: 420987141
- Sponsor Address: 2637 WAGNER ROAD, WATERLOO, IA, 50703
- Plan Type: 401(k)
- Total Participants: 123
- Total Assets: $9.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 123 | $9.2M | $204,109 | $295,998 |
| 2023 | 128 | $9.2M | $224,734 | $363,090 |
| 2022 | 122 | $8.1M | $197,811 | $358,968 |
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 |
|---|---|---|---|---|
| BANKERS TRUST COMPANY | NONE | $52,420 | — | $52,420 |
| HONKAMP, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HONKAMP, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,420
- Estimated Expense Ratio: 0.569% 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 | $52,420 | — | — | — | — |
| 2023 | $36,563 | — | — | — | — |
| 2022 | $37,950 | — | $37,950 | — | — |