Plan Snapshot
- Plan Sponsor: D. C. Taylor Co.
- Sponsor EIN: 420839633
- Sponsor Address: PO BOX 97, CEDAR RAPIDS, IA, 52406
- Plan Type: 401(k)
- Total Participants: 101
- Total Assets: $12.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 101 | $12.5M | $97,074 | $727,045 |
| 2023 | 94 | $10.8M | $86,754 | $661,385 |
| 2022 | 98 | $9.4M | $88,969 | $579,327 |
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 |
|---|---|---|---|---|
| THE VANDERBLOEMEN GROUP LLC | 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 | $22,220 | — | $22,220 | — | — |
| 2023 | $19,247 | — | $19,247 | — | — |
| 2022 | $19,473 | — | $19,473 | — | — |