Plan Snapshot
- Plan Sponsor: Full-O-Pep Appliances, INC.
- Sponsor EIN: 351499191
- Sponsor Address: 1436 S LIBERTY DR, BLOOMINGTON, IN, 47403
- Plan Type: 401(k)
- Total Participants: 346
- Total Assets: $5.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 346 | $5.8M | $144,544 | $400,600 |
| 2023 | 266 | $5.0M | $127,650 | $380,963 |
| 2022 | 209 | $4.4M | $99,019 | $389,921 |
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 |
|---|---|---|---|---|
| DG KRAUSE, LLC | 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 | $342,258 | — | $17,036 | — | — |
| 2023 | $591,741 | — | $14,638 | — | — |
| 2022 | $12,070 | $69 | — | — | — |