Plan Snapshot
- Plan Sponsor: Iowa Rotocast Plastics, INC.
- Sponsor EIN: 421279013
- Sponsor Address: PO BOX 320, DECORAH, IA, 52101
- Plan Type: 401(k)
- Total Participants: 177
- Total Assets: $18.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 177 | $18.0M | $407,163 | $694,870 |
| 2023 | 180 | $15.6M | $400,003 | $682,269 |
| 2022 | 177 | $13.1M | $390,119 | $670,504 |
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., INC. | 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 | $87,838 | $3,391 | $11,921 | — | — |
| 2023 | $76,934 | $2,866 | $12,112 | — | — |
| 2022 | $76,323 | $2,665 | — | — | $13,522 |