Plan Snapshot
- Plan Sponsor: Friendship Haven, INC.
- Sponsor EIN: 420698245
- Sponsor Address: 420 KENYON ROAD, FORT DODGE, IA, 50501
- Plan Type: 401(k)
- Total Participants: 363
- Total Assets: $6.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 363 | $6.1M | $118,676 | $456,540 |
| 2023 | 380 | $5.5M | $111,054 | $444,122 |
| 2022 | 334 | $5.3M | $103,989 | $385,958 |
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 |
|---|---|---|---|---|
| RYUN, GIVENS & COMPANY, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RYUN, GIVENS & COMPANY, P.C. — 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 | $57,114 | — | $57,114 | — | — |
| 2023 | $51,901 | — | $51,901 | — | — |
| 2022 | $59,024 | — | — | — | $59,024 |