Plan Snapshot
- Plan Sponsor: Featherlite Exiss Sooner Holding
- Sponsor EIN: 843939042
- Sponsor Address: PO BOX 320, 13380 US HWY 63 N, CRESCO, IA, 52136
- Plan Type: 401(k)
- Total Participants: 500
- Total Assets: $34.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 500 | $34.5M | $206,535 | $1.3M |
| 2023 | 592 | $31.7M | $320,838 | $1.3M |
| 2022 | 616 | $28.7M | $299,191 | $1.2M |
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 |
|---|---|---|---|---|
| BERNARD ROBINSON & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BERNARD ROBINSON & COMPANY — 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 | $185,005 | $3,086 | $163,719 | — | — |
| 2023 | $158,206 | $2,109 | $140,147 | — | — |
| 2022 | $200,040 | — | — | — | — |