Plan Snapshot
- Plan Sponsor: Indiana Limestone Acquisition, LLC Dba Indiana Limestone Company
- Sponsor EIN: 371754014
- Sponsor Address: 120 W 7TH ST, BLOOMINGTON, IN, 47404
- Plan Type: 401(k)
- Total Participants: 198
- Total Assets: $9.8M
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 | 198 | $9.8M | $494,649 | $795,847 |
| 2023 | 248 | $8.4M | $594,622 | $839,102 |
| 2022 | 258 | $6.8M | $568,030 | $831,595 |
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 |
|---|---|---|---|---|
| UHY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UHY 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 | $104,374 | $46,551 | — | — | — |
| 2023 | $84,024 | $36,666 | — | — | — |
| 2022 | $86,754 | — | — | — | — |