Plan Snapshot
- Plan Sponsor: Pizza Ranch, INC.
- Sponsor EIN: 900457482
- Sponsor Address: 204 19TH ST., SE, ORANGE CITY, IA, 51041
- Plan Type: 401(k)
- Total Participants: 552
- Total Assets: $14.0M
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 | 552 | $14.0M | $426,708 | $752,259 |
| 2023 | 253 | $12.7M | $384,486 | $678,351 |
| 2022 | 248 | $10.6M | $344,134 | $607,377 |
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 |
|---|---|---|---|---|
| AMERICAN STATE BANK | Other Service Provider | $26,476 | — | $26,476 |
| ASCENSUS LLC | Other Service Provider | $8,012 | $626 | $8,638 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,114
- Estimated Expense Ratio: 0.252% 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 | $34,488 | $26,476 | $8,012 | — | — |
| 2023 | $73,657 | — | $73,657 | — | — |
| 2022 | $69,423 | — | $69,423 | — | — |