Plan Snapshot
- Plan Sponsor: Krieg Devault LLP
- Sponsor EIN: 351055087
- Sponsor Address: ONE INDIANA SQUARE, SUITE 2800, INDIANAPOLIS, IN, 46204
- Plan Type: 401(k)
- Total Participants: 166
- Total Assets: $105.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 166 | $105.3M | $2.7M | $2.0M |
| 2023 | 162 | $105.2M | $2.4M | $1.9M |
| 2022 | 155 | $91.9M | $2.3M | $1.6M |
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 |
|---|---|---|---|---|
| WOODLEY FARRA MANION PORTFOLIO | Other Service Provider | $73,068 | — | $73,068 |
| SCHWAB RETIREMENT PLAN SERVICES,INC | Recordkeeper | $55,714 | — | $55,714 |
| PROCOURSE FIDUCIARY ADVISORS | Other Service Provider | $26,200 | — | $26,200 |
| FORVIS MAZARS,LLP | Auditor | $22,260 | — | $22,260 |
| BRUCKE FINANCIAL INC | Other Service Provider | $16,449 | — | $16,449 |
| PELOTON WEALTH STRATEGISTS INC | Other Service Provider | $14,031 | — | $14,031 |
| VISE AI ADVISORS LLC | Other Service Provider | $5,111 | — | $5,111 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — Recordkeeper
- FORVIS MAZARS,LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $212,833
- Estimated Expense Ratio: 0.202% 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 | $212,833 | $138,547 | — | $22,260 | — |
| 2023 | $209,214 | $137,036 | $20,790 | — | — |
| 2022 | $202,738 | $128,454 | — | — | $18,965 |