Plan Snapshot
- Plan Sponsor: Joe Daniels Construction Company, INC.
- Sponsor EIN: 391187059
- Sponsor Address: 919 APPLEGATE ROAD, MADISON, WI, 53713
- Plan Type: DC
- Total Participants: 80
- Total Assets: $40.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 80 | $40.0M | $697,096 | $509,043 |
| 2023 | 83 | $39.7M | $670,184 | $528,153 |
| 2022 | 77 | $35.7M | $669,449 | $525,152 |
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 |
|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | NONE | $39,169 | — | $39,169 |
| VRAKAS ADVISORS | NONE | $12,870 | — | $12,870 |
| ONEAMERICA INVESTMENT ADVISORY SVCS | NONE | $11,968 | — | $11,968 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $64,007
- Estimated Expense Ratio: 0.160% 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 |
|---|---|---|---|---|---|
| 2024 | $64,007 | $11,968 | — | $12,870 | — |
| 2023 | $59,210 | $5,496 | — | $12,474 | — |
| 2022 | $63,203 | — | — | — | $63,203 |