# Duke Aerial, INC. DC Plan
Source: https://planprovider.pro/companies/duke-aerial-inc-plan

> Duke Aerial, INC.'s DC plan: 273 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/cj-cpas) — 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|—|—|

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