# Dan Cristiani Excavating Co., INC. 401(k) Plan
Source: https://planprovider.pro/companies/dan-cristiani-excavating-co-inc-401k-plan

> Dan Cristiani Excavating Co., INC.'s 401(k) plan: 242 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [OSAIC WEALTH INC](https://planprovider.pro/provider/royal-alliance-associates-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|—|—|—|—|

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