Plan Snapshot
- Plan Sponsor: Doerfer Corporation
- Sponsor EIN: 912193380
- Sponsor Address: 1801 E BREMER AVE, WAVERLY, IA, 506774268
- Plan Type: 401(k)
- Total Participants: 341
- Total Assets: $40.0M
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 | 341 | $40.0M | $495,440 | $2.1M |
| 2023 | 312 | $36.1M | $434,942 | $1.9M |
| 2022 | 285 | $32.4M | $393,768 | $1.8M |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US 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 | $96,087 | $89,379 | $5,748 | — | — |
| 2023 | $99,988 | $80,070 | $3,208 | — | — |
| 2022 | $116,531 | $89,140 | $27,391 | — | — |