Plan Snapshot
- Plan Sponsor: Davis & Plomin Mechanical, INC.
- Sponsor EIN: 611153242
- Sponsor Address: PO BOX 55350, LEXINGTON, KY, 40555
- Plan Type: 401(k)
- Total Participants: 165
- Total Assets: $12.1M
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 | 165 | $12.1M | $424,016 | $604,022 |
| 2023 | 156 | $9.9M | $456,078 | $549,097 |
| 2022 | 139 | $7.7M | $359,612 | $484,827 |
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 |
|---|---|---|---|---|
| BESTEN & DIERUF, PLLC | Auditor | — | — | $0 |
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 | $36,825 | — | — | — | — |
| 2023 | $15,981 | — | — | $10,750 | — |
| 2022 | $16,705 | — | — | — | $16,705 |