# Demmer Investments Iii, INC 401(k) Plan
Source: https://planprovider.pro/companies/demmer-investments-iii-inc-401k-plan

> Demmer Investments Iii, INC's 401(k) plan: 173 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Demmer Investments Iii, INC

- **Sponsor EIN:** 273546895

- **Sponsor Address:** 3990 PEAVEY ROAD, CHASKA, MN, 55318

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

- **Total Participants:** 173

- **Total Assets:** $17.8M

## 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|173|$17.8M|$136,669|$759,094|

| 2023|140|$15.9M|$219,435|$714,173|

| 2022|145|$14.1M|$214,348|$714,136|

## 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|

| SMITH, SCHAFER & ASSOCIATES, LTD|Auditor|$14,335|—|$14,335|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $14,335

- **Estimated Expense Ratio:** 0.081% 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|$18,193|$765|—|$14,335|—|

| 2023|$22,012|—|$11,766|$10,350|—|

| 2022|$20,252|—|$9,031|—|$7,983|

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