# Mahaska Bottling Company DC Plan
Source: https://planprovider.pro/companies/mahaska-bottling-company-plan

> Mahaska Bottling Company's DC plan: 219 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mahaska Bottling Company

- **Sponsor EIN:** 420649703

- **Sponsor Address:** P.O. BOX 50, OSKALOOSA, IA, 52577

- **Plan Type:** DC

- **Total Participants:** 219

- **Total Assets:** $14.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|219|$14.5M|$230,023|$740,655|

| 2023|262|$13.7M|$225,959|$715,159|

| 2022|239|$11.8M|$219,466|$672,367|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$43,472|—|$43,472|

| MARKSNELSON LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MARKSNELSON LLC](https://planprovider.pro/provider/marksnelson-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $43,472

- **Estimated Expense Ratio:** 0.300% 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|$43,472|—|—|—|—|

| 2023|$38,591|—|—|—|—|

| 2022|$37,141|—|—|—|—|

## Similar Plans

- [Martin Brothers Distributing Company, INC.](https://planprovider.pro/companies/martin-brothers-distributing-company-inc-401k-plan) — 575 participants

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