# Daubert Industries, INC. 401(k) Plan
Source: https://planprovider.pro/companies/daubert-industries-inc-401k-plan

> Daubert Industries, INC.'s 401(k) plan: 249 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Daubert Industries, INC.

- **Sponsor EIN:** 364161062

- **Sponsor Address:** 150 HARVESTER DRIVE, BURR RIDGE, IL, 60527

- **Plan Type:** 401(k)

- **Total Participants:** 249

- **Total Assets:** $63.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|249|$63.4M|$1.5M|$2.4M|

| 2023|230|$55.9M|$1.3M|$2.1M|

| 2022|204|$48.4M|$1.2M|$1.8M|

## 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|

| STRATEGIC ADVISORS, INC.|ADVISOR|$9,748|—|$9,748|

| WSDD CPAS, LTD|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [WSDD CPAS, LTD](https://planprovider.pro/provider/wsdd-cpas-ltd) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $9,748

- **Estimated Expense Ratio:** 0.015% 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|-$38,608|$9,748|—|—|—|

| 2023|-$20,922|$17,917|—|—|—|

| 2022|-$10,119|$27,087|—|—|—|

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