Plan Snapshot
- Plan Sponsor: Dubois-Pike-Warrick Economic O
- Sponsor EIN: 351121163
- Sponsor Address: PO BOX 729, JASPER, IN, 475470729
- Plan Type: 401(k)
- Total Participants: 71
- Total Assets: $1.8M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 71 | $1.8M | $62,885 | $131,599 |
| 2023 | 74 | $1.5M | $56,046 | $122,576 |
| 2022 | 77 | $1.2M | $45,711 | $100,330 |
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 |
|---|---|---|---|---|
| COMER NOWLING AND ASSOCIATES | Auditor | — | — | $0 |
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 | $603 | — | — | — | — |
| 2023 | $339 | — | — | — | — |
| 2022 | $499 | — | — | — | — |