Plan Snapshot
- Plan Sponsor: Dan Cristiani Excavating Co., INC.
- Sponsor EIN: 351284281
- Sponsor Address: 3000 SHADOW LAKE DRIVE, CHARLESTOWN, IN, 47111
- Plan Type: 401(k)
- Total Participants: 242
- Total Assets: $12.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 242 | $12.0M | $533,817 | $1.2M |
| 2023 | 179 | $10.4M | $437,470 | $990,915 |
| 2022 | 170 | $8.9M | $340,382 | $854,850 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $23,324 | — | $23,324 |
| SECURITIES AMERICA ADVISOR INC | ADVISOR | $19,758 | — | $19,758 |
| OSAIC WEALTH INC | ADVISOR | $7,262 | — | $7,262 |
| DEMING MALONE LIVESAY AND OSTROFF | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- OSAIC WEALTH INC — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,344
- Estimated Expense Ratio: 0.419% of plan assets
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 | $50,344 | — | — | — | — |
| 2023 | $46,438 | $23,624 | — | — | — |
| 2022 | $47,599 | — | — | — | — |