Plan Snapshot
- Plan Sponsor: Dunlap & Kyle Co., INC.
- Sponsor EIN: 640349856
- Sponsor Address: P.O BOX 720, BATESVILLE, MS, 38606
- Plan Type: 401(k)
- Total Participants: 1,763
- Total Assets: $133.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,763 | $133.2M | $2.5M | $7.5M |
| 2023 | 1,625 | $117.7M | $2.7M | $6.6M |
| 2022 | 1,577 | $103.6M | $2.1M | $6.2M |
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 |
|---|---|---|---|---|
| FRAZIER AND DEETER, LLC | 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 | $176,393 | — | — | — | — |
| 2023 | $134,409 | — | — | — | — |
| 2022 | $142,819 | — | — | — | — |