Plan Snapshot
- Plan Sponsor: Fey Industries, INC.
- Sponsor EIN: 411471888
- Sponsor Address: 200 4TH AVENUE NORTH, EDGERTON, MN, 56128
- Plan Type: 401(k)
- Total Participants: 172
- Total Assets: $11.4M
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 | 172 | $11.4M | $260,108 | $679,678 |
| 2023 | 170 | $9.8M | $185,780 | $589,608 |
| 2022 | 171 | $8.2M | $194,580 | $618,272 |
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 |
|---|---|---|---|---|
| FORGE FINANCIAL & MANAGEMENT | Auditor | — | — | $0 |
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 | $33,863 | — | $33,863 | — | — |
| 2023 | $22,633 | — | $22,633 | — | — |
| 2022 | $28,579 | $15,031 | — | — | — |