Plan Snapshot
- Plan Sponsor: Consumers Supply Dist LLC
- Sponsor EIN: 453782648
- Sponsor Address: PO BOX 1820, NORTH SIOUX CITY, SD, 57049
- Plan Type: 401(k)
- Total Participants: 261
- Total Assets: $29.0M
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 | 261 | $29.0M | $1.4M | $1.6M |
| 2023 | 201 | $24.9M | $1.3M | $1.5M |
| 2022 | 220 | $20.4M | $1.2M | $1.4M |
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 |
|---|---|---|---|---|
| SECURITY NATIONAL BANK | TRUSTEE | $78,403 | — | $78,403 |
| CHARLES SCHWAB TRUST COMPANY | CUSTODIAN | $9,042 | — | $9,042 |
| HENJES, CONNER & WILLIAMS PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHARLES SCHWAB TRUST COMPANY — CUSTODIAN
- HENJES, CONNER & WILLIAMS PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $87,445
- Estimated Expense Ratio: 0.302% 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 | $87,445 | $78,403 | — | — | — |
| 2023 | $75,602 | $68,771 | — | — | — |
| 2022 | $68,543 | $68,543 | — | — | — |