Plan Snapshot
- Plan Sponsor: Niblock Excavating, INC
- Sponsor EIN: 351185040
- Sponsor Address: 906 MAPLE ST, BRISTOL, IN, 465079175
- Plan Type: 401(k)
- Total Participants: 122
- Total Assets: $9.5M
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 | 122 | $9.5M | $807,523 | $545,868 |
| 2023 | 118 | $8.2M | $678,944 | $538,494 |
| 2022 | 96 | $6.1M | $178,067 | $414,230 |
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 |
|---|---|---|---|---|
| VOYA RET INSURANCE AND ANNUITY CO | Other Service Provider | $8,146 | — | $8,146 |
| CBIZ SOMERSET | Other Service Provider | $7,271 | — | $7,271 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,417
- Estimated Expense Ratio: 0.162% 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 | $24,692 | $15,417 | $8,275 | — | — |
| 2023 | $17,661 | — | $8,348 | — | — |
| 2022 | $23,475 | — | $23,475 | — | — |