Plan Snapshot
- Plan Sponsor: Congo, LLC
- Sponsor EIN: 833603869
- Sponsor Address: 13551 TRITON PARK BLVD, LOUISVILLE, KY, 40223
- Plan Type: 401(k)
- Total Participants: 882
- Total Assets: $7.3M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 882 | $7.3M | $1.2M | $2.2M |
| 2023 | 496 | $3.0M | $677,851 | $1.1M |
| 2022 | 306 | $1.3M | $359,821 | $573,501 |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT LLP | 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 | $66,226 | $60,989 | — | — | — |
| 2023 | $27,260 | $23,574 | — | — | — |
| 2022 | $11,015 | $9,314 | — | — | — |