Plan Snapshot
- Plan Sponsor: Dieterich Bank
- Sponsor EIN: 370274310
- Sponsor Address: 300 SUR WOODS DRIVE, EFFINGHAM, IL, 62401
- Plan Type: 401(k)
- Total Participants: 186
- Total Assets: $18.8M
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 | 186 | $18.8M | $648,165 | $970,860 |
| 2023 | 172 | $16.2M | $616,926 | $923,786 |
| 2022 | 162 | $14.3M | $762,449 | $909,660 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — 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 | $74,152 | $44,336 | $10,016 | — | — |
| 2023 | $64,273 | $38,190 | $8,923 | — | — |
| 2022 | $61,509 | $37,240 | $24,269 | — | — |