Plan Snapshot
- Plan Sponsor: D & M Tool Corporation
- Sponsor EIN: 351383740
- Sponsor Address: 699 WASHBOARD RD., SPRINGVILLE, IN, 47462
- Plan Type: 401(k)
- Total Participants: 158
- Total Assets: $8.7M
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 | 158 | $8.7M | $133,451 | $355,815 |
| 2023 | 161 | $8.7M | $126,219 | $326,596 |
| 2022 | 164 | $7.5M | $122,311 | $339,717 |
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 |
|---|---|---|---|---|
| DEMING MALONE LIVESAY OSTROFF | 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 | $35,355 | $12,500 | — | — | — |
| 2023 | $30,581 | $10,000 | — | — | — |
| 2022 | $28,243 | $7,500 | — | — | — |