Plan Snapshot
- Plan Sponsor: Musco Corporation
- Sponsor EIN: 421107452
- Sponsor Address: 100 1ST AVENUE WEST, OSKALOOSA, IA, 52577
- Plan Type: 401(k)
- Total Participants: 1,588
- Total Assets: $344.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,588 | $344.3M | $17.2M | $12.4M |
| 2023 | 1,425 | $306.7M | $10.9M | $11.0M |
| 2022 | 1,325 | $255.9M | $9.0M | $9.1M |
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 |
|---|---|---|---|---|
| FORGE FINANCIAL & MANAGEMENT CONSUL | Auditor | $15,085 | — | $15,085 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,085
- Estimated Expense Ratio: 0.004% 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 | $384,392 | $51,000 | — | $15,085 | — |
| 2023 | $338,788 | $51,000 | $274,763 | $12,350 | — |
| 2022 | $372,241 | $102,107 | $258,209 | — | $11,200 |