Plan Snapshot
- Plan Sponsor: Georg Utz
- Sponsor EIN: 300153086
- Sponsor Address: 14000 NORTH 250 WEST, EDINBURGH, IN, 46124
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 182
- Total Assets: $9.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2025 | 182 | $9.1M | $0 | $0 |
| 2024 | 163 | $7.0M | $477,916 | $573,957 |
| 2023 | 120 | $5.2M | $377,514 | $373,779 |
| 2022 | 100 | $4.2M | $288,597 | $379,260 |
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 |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $7,091 | — | $7,091 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,091
- Estimated Expense Ratio: 0.078% of plan assets
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 |
|---|---|---|---|---|---|
| 2025 | $466,909 | — | — | — | — |
| 2024 | $20,444 | $13,796 | — | — | — |
| 2023 | $612,645 | — | — | — | — |
| 2022 | $160,152 | — | — | — | — |