Plan Snapshot
- Plan Sponsor: Engledow, INC.
- Sponsor EIN: 351066915
- Sponsor Address: 1100 E. 116TH STREET, CARMEL, IN, 46032
- Plan Type: 401(k)
- Total Participants: 155
- Total Assets: $5.3M
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 | 155 | $5.3M | $43,950 | $251,341 |
| 2023 | 112 | $4.5M | $51,640 | $253,975 |
| 2022 | 139 | $4.2M | $47,259 | $270,281 |
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 |
|---|---|---|---|---|
| KRUGGEL, LAWTON & CO, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KRUGGEL, LAWTON & 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 | $35,723 | $11,615 | — | — | — |
| 2023 | $18,637 | $8,280 | — | — | — |
| 2022 | $1,371 | — | $1,371 | — | — |