# Discovery Living, INC. 401(k) Plan
Source: https://planprovider.pro/companies/discovery-living-inc-401k-plan

> Discovery Living, INC.'s 401(k) plan: 197 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/steele-capital-management-inc) — NONE

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/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|—|—|—|—|

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