Plan Snapshot
- Plan Sponsor: Napoleon Spring Works, INC.
- Sponsor EIN: 340907716
- Sponsor Address: 111 WEIRES DRIVE, ARCHBOLD, OH, 43502
- Plan Type: 401(k)
- Total Participants: 125
- Total Assets: $7.2M
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 | 125 | $7.2M | $99,423 | $353,789 |
| 2023 | 125 | $6.5M | $91,072 | $325,747 |
| 2022 | 117 | $5.7M | $90,226 | $345,996 |
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 |
|---|---|---|---|---|
| DULIN, WARD & DEWALD, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DULIN, WARD & DEWALD, INC. — Auditor
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 | $10,600 | — | $4,725 | — | — |
| 2023 | $12,125 | — | $2,750 | $5,000 | — |
| 2022 | $11,775 | — | — | — | $5,000 |