Plan Snapshot
- Plan Sponsor: Central States Industrial Equipment & Service, INC .
- Sponsor EIN: 431109989
- Sponsor Address: 2700 PARTNERSHIP BLVD., SPRINGFIELD, MO, 65804
- Plan Type: 401(k)
- Total Participants: 296
- Total Assets: $31.6M
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 | 296 | $31.6M | $957,228 | $2.2M |
| 2023 | 280 | $26.7M | $835,172 | $2.0M |
| 2022 | 238 | $21.1M | $729,720 | $1.7M |
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 & ADVISORS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KPM CPAS & ADVISORS — 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 | $70,654 | $32,000 | $38,654 | — | — |
| 2023 | $72,162 | $9,348 | $62,814 | — | — |
| 2022 | $41,867 | $8,791 | $26,765 | — | $6,311 |