Plan Snapshot
- Plan Sponsor: Design Homes, INC.
- Sponsor EIN: 391081838
- Sponsor Address: PO BOX 239, PRAIRIE DU CHIEN, WI, 538210239
- Plan Type: 401(k)
- Total Participants: 122
- Total Assets: $5.7M
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 | 122 | $5.7M | $31,609 | $220,901 |
| 2023 | 124 | $5.0M | $31,682 | $204,265 |
| 2022 | 144 | $5.2M | $31,610 | $200,943 |
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 |
|---|---|---|---|---|
| ENGELSON AND ASSOCIATES, LTD. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ENGELSON AND ASSOCIATES, LTD. — Auditor
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 | $21,090 | — | $21,090 | — | — |
| 2023 | $18,674 | — | $18,674 | — | — |
| 2022 | $16,766 | — | $16,766 | — | — |