Plan Snapshot
- Plan Sponsor: Decatur Mold Tool & Engineering, INC.
- Sponsor EIN: 351121416
- Sponsor Address: 3330 NORTH STATE HWY 7, NORTH VERNON, IN, 47265
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 145
- Total Assets: $11.6M
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 | 145 | $11.6M | $292,148 | $696,740 |
| 2023 | 157 | $11.2M | $309,914 | $728,009 |
| 2022 | 136 | $9.2M | $302,234 | $704,348 |
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 |
|---|---|---|---|---|
| EDWARD JONES | Investment Advisor | $27,889 | — | $27,889 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,889
- Estimated Expense Ratio: 0.240% 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 | $30,375 | $27,889 | — | — | — |
| 2023 | $25,917 | $23,212 | — | — | — |
| 2022 | $33,705 | — | $33,705 | — | — |