Plan Snapshot
- Plan Sponsor: Fidelity Ban Corporation
- Sponsor EIN: 421147211
- Sponsor Address: 230 FIRST STREET EAST, INDEPENDENCE, IA, 50644
- Plan Type: 401(k)
- Total Participants: 128
- Total Assets: $28.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 128 | $28.3M | $337,551 | $814,299 |
| 2023 | 112 | $26.4M | $335,410 | $845,927 |
| 2022 | 115 | $24.6M | $309,770 | $744,940 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — 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 | $74,820 | — | $74,820 | — | — |
| 2023 | $68,722 | $3,075 | — | — | — |
| 2022 | $76,934 | — | — | — | — |