# Elwood Staffing Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/elwood-staffing-services-inc-401k-plan

> Elwood Staffing Services, INC.'s 401(k) plan: 13,000 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [SHEPHERD FINANCIAL INVESTMENT](https://planprovider.pro/provider/shepherd-financial-investment-advisory-llc) — ADVISOR

- [BLUE & CO, LLC](https://planprovider.pro/provider/blue-and-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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/elwood-staffing-services-inc-401k-plan)

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