Plan Snapshot
- Plan Sponsor: Discovery Living, INC.
- Sponsor EIN: 421082773
- Sponsor Address: 1015 OLD MARION RD, CEDAR RAPIDS, IA, 52402
- Plan Type: 401(k)
- Total Participants: 197
- Total Assets: $3.5M
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 | 197 | $3.5M | $114,336 | $369,854 |
| 2023 | 206 | $2.7M | $111,237 | $335,060 |
| 2022 | 198 | $2.1M | $131,272 | $343,101 |
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 |
|---|---|---|---|---|
| STEELE CAPITAL MANAGEMENT, INC. | NONE | $5,918 | — | $5,918 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STEELE CAPITAL MANAGEMENT, INC. — NONE
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,918
- Estimated Expense Ratio: 0.167% 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 | $8,160 | $5,918 | — | — | — |
| 2023 | $3,533 | $2,032 | — | — | — |
| 2022 | $3,318 | — | — | — | — |