Plan Snapshot
- Plan Sponsor: D-J Engineering, INC.
- Sponsor EIN: 481120486
- Sponsor Address: 219 W 6TH AVE, AUGUSTA, KS, 67010
- Plan Type: 401(k)
- Total Participants: 288
- Total Assets: $14.4M
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 | 288 | $14.4M | $161,023 | $970,456 |
| 2023 | 293 | $13.0M | $166,681 | $970,084 |
| 2022 | 286 | $10.7M | $147,654 | $903,294 |
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 |
|---|---|---|---|---|
| THOMAS H SEWELL CPA, 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 | $38,644 | — | $38,644 | — | — |
| 2023 | $24,279 | — | — | — | — |
| 2022 | $13,892 | — | $13,892 | — | — |