Plan Snapshot
- Plan Sponsor: Neff Group Distributors, INC.
- Sponsor EIN: 203252769
- Sponsor Address: 809 S CALHOUN ST, FORT WAYNE, IN, 46802
- Plan Type: 401(k)
- Total Participants: 215
- Total Assets: $53.8M
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 | 215 | $53.8M | $1.2M | $1.8M |
| 2023 | 211 | $48.3M | $1.3M | $2.0M |
| 2022 | 236 | $43.1M | $1.3M | $2.0M |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | ADVISOR | $60,439 | — | $60,439 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $35,314 | — | $35,314 |
| HAINES, ISENBARGER & SKIBA, LLC | ACCOUNTANT/AUDITOR | $10,500 | — | $10,500 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $6,427 | — | $6,427 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS LLC — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- HAINES, ISENBARGER & SKIBA, LLC — ACCOUNTANT/AUDITOR
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $112,680
- Estimated Expense Ratio: 0.209% 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 | $112,680 | $66,866 | — | $10,500 | — |
| 2023 | $96,252 | $58,503 | $600 | $4,250 | — |
| 2022 | $99,537 | $1,713 | — | — | — |