Plan Snapshot
- Plan Sponsor: Onward Manufacturing Company
- Sponsor EIN: 208294184
- Sponsor Address: 1000 E MARKET ST., HUNTINGTON, IN, 46750
- Plan Type: 401(k)
- Total Participants: 110
- Total Assets: $865,546
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 | 110 | $865,546 | $58,388 | $136,297 |
| 2023 | 111 | $781,560 | $64,238 | $158,380 |
| 2022 | 147 | $526,307 | $91,268 | $230,607 |
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 | $12,737 | $3,401 | — | — | — |
| 2023 | $4,488 | $2,618 | — | — | — |
| 2022 | $3,604 | — | — | — | $3,604 |