Plan Snapshot
- Plan Sponsor: D-A Lubricant Company INC.
- Sponsor EIN: 352146325
- Sponsor Address: 801 EDWARDS DRIVE, LEBANON, IN, 46052
- Plan Type: 401(k)
- Total Participants: 87
- Total Assets: $9.2M
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 | 87 | $9.2M | $248,554 | $477,068 |
| 2023 | 85 | $9.0M | $264,424 | $496,537 |
| 2022 | 83 | $8.5M | $260,044 | $536,982 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — 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 | $4,223 | $2,988 | $1,235 | — | — |
| 2023 | $4,557 | $3,617 | $940 | — | — |
| 2022 | $5,556 | — | $5,556 | — | — |