Plan Snapshot
- Plan Sponsor: Momper Insulation, Div Of Installed Building Products, LLC
- Sponsor EIN: 311795875
- Sponsor Address: 2431 WEST MAIN STREET, FORT WAYNE, IN, 46808
- Plan Type: DC
- Total Participants: 137
- Total Assets: $12.0M
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 | 137 | $12.0M | $275,174 | $0 |
| 2023 | 126 | $10.9M | $291,910 | $0 |
| 2022 | 126 | $9.0M | $399,517 | $0 |
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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | SERVICE PROVIDER | $12,490 | — | $12,490 |
| PHILLIPS FINANCIAL MANAGEMENT | SERVICE PROVIDER | $6,333 | — | $6,333 |
| DULIN WARD AND DEWALD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — SERVICE PROVIDER
- DULIN WARD AND DEWALD — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,823
- Estimated Expense Ratio: 0.157% 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 | $19,276 | — | $19,276 | — | — |
| 2023 | $31,559 | — | $31,559 | — | — |
| 2022 | $22,310 | $3,800 | $16,830 | — | — |