Plan Snapshot
- Plan Sponsor: Guttenberg Industries, INC.
- Sponsor EIN: 421028913
- Sponsor Address: P.O. BOX 70, GARNAVILLO, IA, 52049
- Plan Type: 401(k)
- Total Participants: 86
- Total Assets: $8.6M
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 | 86 | $8.6M | $182,058 | $382,569 |
| 2023 | 90 | $7.4M | $189,923 | $395,634 |
| 2022 | 102 | $6.3M | $187,256 | $388,414 |
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 |
|---|---|---|---|---|
| HACKER, NELSON & CO. P.C. | 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 | $49,270 | — | — | — | — |
| 2023 | $50,578 | — | — | — | — |
| 2022 | $29,412 | — | — | — | — |