Plan Snapshot
- Plan Sponsor: Diesel Forward, INC.
- Sponsor EIN: 391186840
- Sponsor Address: 6167 PEPSI WAY, WINDSOR, WI, 53598
- Plan Type: 401(k)
- Total Participants: 272
- Total Assets: $33.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 272 | $33.2M | $920,175 | $1.5M |
| 2023 | 254 | $29.1M | $943,300 | $1.5M |
| 2022 | 259 | $23.1M | $895,198 | $1.3M |
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 |
|---|---|---|---|---|
| PORTE BROWN LLC | Auditor | $52,668 | — | $52,668 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PORTE BROWN LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,668
- Estimated Expense Ratio: 0.159% 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 | $67,654 | — | $14,986 | $52,668 | — |
| 2023 | $54,487 | — | $54,487 | — | — |
| 2022 | $43,419 | — | $43,419 | — | — |