# Colwell Industries, INC. 401(k) Plan
Source: https://planprovider.pro/companies/colwell-industries-inc-401k-plan

> Colwell Industries, INC.'s 401(k) plan: 37 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Colwell Industries, INC.

- **Sponsor EIN:** 200488361

- **Sponsor Address:** 2605 MARION DRIVE, KENDALLVILLE, IN, 46755

- **Plan Type:** 401(k)

- **Total Participants:** 37

- **Total Assets:** $10.4M

## 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|37|$10.4M|$135,642|$219,453|

| 2023|97|$10.8M|$196,304|$365,081|

| 2022|114|$11.6M|$214,657|$403,507|

## 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|

| SAGEVIEW ADVISORY GROUP, LLC|INVESTMENT ADVISOR|$21,025|—|$21,025|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$15,165|—|$15,165|

| BOMBERG, HANSON & ASSOCIATES, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BOMBERG, HANSON & ASSOCIATES, LLC](https://planprovider.pro/provider/bomberg-hanson-and-associates) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $36,190

- **Estimated Expense Ratio:** 0.348% 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|$15,165|—|—|—|—|

| 2023|$21,542|$21,542|—|—|—|

| 2022|$26,956|$26,956|—|—|—|

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- [Doxim, INC.](https://planprovider.pro/companies/doxim-inc-401k-plan) — 488 participants

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