Plan Snapshot
- Plan Sponsor: Creighton Brothers LLC
- Sponsor EIN: 351745669
- Sponsor Address: P.O. BOX 220, ATWOOD, IN, 46502
- Plan Type: 401(k)
- Total Participants: 140
- Total Assets: $10.2M
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 | 140 | $10.2M | $205,728 | $297,880 |
| 2023 | 136 | $9.7M | $187,801 | $284,439 |
| 2022 | 197 | $8.6M | $190,468 | $267,380 |
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 |
|---|---|---|---|---|
| BADEN, GAGE AND SCHROEDER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BADEN, GAGE AND SCHROEDER — 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 | $58,086 | $41,861 | $13,817 | — | — |
| 2023 | $57,345 | $40,113 | $11,401 | — | — |
| 2022 | $46,890 | $28,931 | $17,959 | — | — |