Plan Snapshot
- Plan Sponsor: Duke Aerial, INC.
- Sponsor EIN: 431893892
- Sponsor Address: 1500 SW 7TH ST, ATLANTIC, IA, 500222207
- Plan Type: DC
- Total Participants: 273
- Total Assets: $17.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 273 | $17.0M | $810,684 | $1.5M |
| 2023 | 251 | $14.3M | $744,322 | $1.3M |
| 2022 | 218 | $11.0M | $665,035 | $1.2M |
| 2021 | 213 | $12.8M | $0 | $0 |
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 |
|---|---|---|---|---|
| PRINCIPAL SECURITIES INC | OTHER SERVICES | — | $41,497 | $41,497 |
| CJ CPAS PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CJ CPAS PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $41,497
- Estimated Expense Ratio: 0.244% 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 | $1,788 | — | $1,788 | — | — |
| 2023 | $1,350 | — | $1,350 | — | — |
| 2022 | $2,186 | — | $2,186 | — | — |
| 2021 | $7,231 | — | $7,231 | — | — |