Plan Snapshot
- Plan Sponsor: Poseidon LLC
- Sponsor EIN: 351700866
- Sponsor Address: 725 E PARR RD, BERNE, IN, 467111270
- Plan Type: 401(k)
- Total Participants: 110
- Total Assets: $8.6M
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 | $8.6M | $316,771 | $509,322 |
| 2023 | 100 | $5.8M | $275,996 | $446,651 |
| 2022 | 113 | $5.3M | $255,636 | $447,793 |
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 |
|---|---|---|---|---|
| POOLER CPA GROUP LLC | Independent Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- POOLER CPA GROUP LLC — Independent 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 | — | — | — | — | — |
| 2023 | $20,290 | $12,833 | $6,597 | — | — |
| 2022 | $13,284 | $11,509 | $1,775 | — | — |