Plan Snapshot
- Plan Sponsor: Dant Clayton Corporation
- Sponsor EIN: 610947342
- Sponsor Address: 1500 BERNHEIM LN, LOUISVILLE, KY, 402102210
- Plan Type: 401(k)
- Total Participants: 175
- Total Assets: $13.4M
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 | 175 | $13.4M | $376,320 | $609,707 |
| 2023 | 160 | $13.3M | $301,554 | $528,999 |
| 2022 | 134 | $11.3M | $259,348 | $471,021 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $23,938 | — | $23,938 |
| CHERRY BEKAERT ADVISORY LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,938
- Estimated Expense Ratio: 0.179% 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 | $23,938 | — | $23,938 | — | — |
| 2023 | $20,913 | — | $20,913 | — | — |
| 2022 | $19,965 | — | $19,965 | — | — |