Plan Snapshot
- Plan Sponsor: Dwyer Instruments, LLC
- Sponsor EIN: 350961454
- Sponsor Address: P.O. BOX 373, MICHIGAN CITY, IN, 46360
- Plan Type: 401(k)
- Total Participants: 1,590
- Total Assets: $117.6M
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 | 1,590 | $117.6M | $4.8M | $5.5M |
| 2023 | 502 | $50.7M | $2.2M | $2.3M |
| 2022 | 631 | $50.3M | $1.9M | $2.4M |
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 |
|---|---|---|---|---|
| CAP FINANCIAL | PLAN ADMINISTRATOR | $113,272 | — | $113,272 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $89,797 | — | $89,797 |
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- CARON & BLETZER, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $203,069
- Estimated Expense Ratio: 0.173% 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 | $203,069 | $19,522 | — | — | — |
| 2023 | $133,070 | $87,679 | $1,200 | — | — |
| 2022 | $142,398 | — | — | — | — |