Plan Snapshot
- Plan Sponsor: Jasper Seating Company, INC.
- Sponsor EIN: 350420370
- Sponsor Address: 225 CLAY STREET, JASPER, IN, 47546
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 1,118
- Total Assets: $57.5M
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. |
|---|---|---|---|---|
| 2025 | 1,118 | $57.5M | $0 | $0 |
| 2024 | 984 | $51.6M | $733,748 | $4.0M |
| 2023 | 811 | $45.3M | $785,925 | $4.0M |
| 2022 | 1,039 | $36.5M | $757,327 | $3.5M |
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 |
|---|---|---|---|---|
| FIDELTIY INVESTMENTS INSTITUTIONAL | Recordkeeper | $96,531 | — | $96,531 |
| OLD NATIONAL WEALTH MANAGEMENT | Investment Advisor | $38,333 | — | $38,333 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $134,864
- Estimated Expense Ratio: 0.234% of plan assets
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 |
|---|---|---|---|---|---|
| 2025 | $8,262,709 | $38,333 | — | — | — |
| 2024 | $135,530 | $35,000 | — | — | — |
| 2023 | $117,645 | $35,000 | — | — | — |
| 2022 | $130,595 | $35,000 | — | — | $95,595 |