Plan Snapshot
- Plan Sponsor: Finley Engineering Company, INC.
- Sponsor EIN: 431498992
- Sponsor Address: 104 EAST 11TH STREET, LAMAR, MO, 64759
- Plan Type: 401(k)
- Total Participants: 248
- Total Assets: $26.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 248 | $26.9M | $631,429 | $1.2M |
| 2023 | 262 | $25.9M | $808,429 | $1.0M |
| 2022 | 239 | $22.8M | $1.2M | $949,705 |
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 |
|---|---|---|---|---|
| EIDE BAILLY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY 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 | $44,033 | $8,010 | — | — | — |
| 2023 | $48,589 | — | $48,589 | — | — |
| 2022 | $43,509 | — | $43,509 | — | — |