Plan Snapshot
- Plan Sponsor: J.D. Byrider Systems, LLC
- Sponsor EIN: 351969979
- Sponsor Address: 12802 HAMILTON CROSSING BLVD., CARMEL, IN, 46032
- Plan Type: 401(k)
- Total Participants: 177
- Total Assets: $41.6M
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 | 177 | $41.6M | $909,684 | $1.5M |
| 2023 | 454 | $50.3M | $1.5M | $2.4M |
| 2022 | 540 | $45.3M | $1.7M | $3.1M |
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 |
|---|---|---|---|---|
| KATZ, SAPPER, & MILLER, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KATZ, SAPPER, & MILLER, 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 | $144,079 | $23,373 | $120,706 | — | — |
| 2023 | $138,995 | $22,303 | $116,692 | — | — |
| 2022 | $139,348 | — | $139,348 | — | — |