# Joseph L. Ertl, INC. 401(k) Plan
Source: https://planprovider.pro/companies/joseph-l-ertl-inc-401k-plan

> Joseph L. Ertl, INC.'s 401(k) plan: 82 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Joseph L. Ertl, INC.

- **Sponsor EIN:** 420953910

- **Sponsor Address:** 594 6TH AVE NW, DYERSVILLE, IA, 52040

- **Plan Type:** 401(k)

- **Total Participants:** 82

- **Total Assets:** $9.4M

## 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|82|$9.4M|$168,417|$378,166|

| 2023|157|$9.0M|$186,866|$410,670|

| 2022|173|$8.5M|$200,931|$438,284|

## 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|

| O'CONNOR BROOKS & CO, PC|Independent 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|—|—|—|—|—|

| 2023|$47,213|$24,077|—|—|—|

| 2022|$50,108|—|—|—|—|

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