Plan Snapshot
- Plan Sponsor: Cub Crafters INC
- Sponsor EIN: 911351852
- Sponsor Address: 1918 SOUTH 16TH AVENUE, YAKIMA, WA, 98903
- Plan Type: 401(k)
- Total Participants: 184
- Total Assets: $7.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 184 | $7.2M | $307,927 | $499,842 |
| 2023 | 180 | $6.8M | $334,376 | $567,588 |
| 2022 | 245 | $5.5M | $314,416 | $521,123 |
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 |
|---|---|---|---|---|
| UNITED PLANNERS | Other Service Provider | $32,682 | — | $32,682 |
| ADP INC | Recordkeeper | $11,433 | — | $11,433 |
| BRINKER CAPITAL INVESTMENTS | Other Service Provider | $7,648 | — | $7,648 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP INC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $51,763
- Estimated Expense Ratio: 0.720% 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 | $58,547 | $27,227 | $20,468 | — | — |
| 2023 | $84,061 | $20,588 | $25,030 | — | — |
| 2022 | $85,230 | $61,984 | $23,246 | — | — |