Plan Snapshot
- Plan Sponsor: Economy Advertising Company
- Sponsor EIN: 420229090
- Sponsor Address: 2800 HIGHWAY 6 EAST, IOWA CITY, IA, 52244
- Plan Type: 401(k)
- Total Participants: 83
- Total Assets: $11.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 83 | $11.2M | $148,008 | $277,766 |
| 2023 | 85 | $10.4M | $147,077 | $275,868 |
| 2022 | 85 | $8.6M | $139,574 | $245,556 |
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 |
|---|---|---|---|---|
| FORGE FINANCIAL AND MANAGEMENT CONS | 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 | $46,111 | — | $46,111 | — | — |
| 2023 | $40,906 | — | $40,906 | — | — |
| 2022 | $40,503 | — | $40,503 | — | — |