Plan Snapshot
- Plan Sponsor: Elmer Buchta Trucking, LLC
- Sponsor EIN: 352039591
- Sponsor Address: P.O. BOX 68, OTWELL, IN, 47564
- Plan Type: 401(k)
- Total Participants: 63
- Total Assets: $2.9M
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 | 63 | $2.9M | $43,753 | $101,042 |
| 2023 | 69 | $3.2M | $101,497 | $204,277 |
| 2022 | 107 | $3.4M | $130,211 | $273,463 |
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 |
|---|---|---|---|---|
| WEINZAPFEL & CO, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEINZAPFEL & CO, LLC — Auditor
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 | $835,280 | — | $26,929 | — | — |
| 2023 | $115,778 | $411 | — | — | — |
| 2022 | $20,645 | — | $20,645 | — | — |