Plan Snapshot
- Plan Sponsor: D & S Machine Service, INC.
- Sponsor EIN: 391562354
- Sponsor Address: 412 FOURTH STREET, LUXEMBURG, WI, 542170000
- Plan Type: 401(k)
- Total Participants: 154
- Total Assets: $21.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 154 | $21.8M | $888,307 | $857,591 |
| 2023 | 142 | $18.9M | $782,106 | $818,228 |
| 2022 | 138 | $15.9M | $287,542 | $760,175 |
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 |
|---|---|---|---|---|
| HAWKINS ASH CPA'S | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HAWKINS ASH CPA'S — 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 | $23,592 | — | — | — | — |
| 2023 | $17,100 | — | — | — | — |
| 2022 | $20,142 | — | — | — | — |