Plan Snapshot
- Plan Sponsor: Iwis-Daido, LLC
- Sponsor EIN: 451202560
- Sponsor Address: 3500 NORTH US HWY 641, MURRAY, KY, 42071
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 78
- Total Assets: $1.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 78 | $1.7M | $101,451 | $151,801 |
| 2023 | 105 | $1.4M | $106,565 | $155,996 |
| 2022 | 82 | $1.1M | $102,273 | $83,916 |
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 |
|---|---|---|---|---|
| ATA, PC | 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 | $10,788 | — | $10,788 | — | — |
| 2023 | $9,626 | — | $9,626 | — | — |
| 2022 | $6,833 | — | $6,833 | — | — |