Plan Snapshot
- Plan Sponsor: Elwood Staffing Services, INC.
- Sponsor EIN: 351984435
- Sponsor Address: P.O. BOX 1024, COLUMBUS, IN, 47202
- Plan Type: 401(k)
- Total Participants: 13,000
- Total Assets: $35.0M
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 | 13,000 | $35.0M | $1.5M | $3.4M |
| 2023 | 13,875 | $28.3M | $1.3M | $3.1M |
| 2022 | 863 | $22.9M | $414,588 | $1.9M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $77,439 | — | $77,439 |
| SHEPHERD FINANCIAL INVESTMENT | ADVISOR | $36,000 | — | $36,000 |
| BLUE & CO, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- SHEPHERD FINANCIAL INVESTMENT — ADVISOR
- BLUE & CO, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $113,439
- Estimated Expense Ratio: 0.324% 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 | $113,439 | $36,000 | $300 | — | — |
| 2023 | $96,770 | $36,000 | — | — | — |
| 2022 | $97,232 | — | — | — | — |