Plan Snapshot
- Plan Sponsor: Prairie View Management, INC.
- Sponsor EIN: 311179509
- Sponsor Address: 18569 LANE ROAD, FAYETTE, IA, 521429525
- Plan Type: 403(b)
- Total Participants: 86
- Total Assets: $1.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 86 | $1.9M | $36,829 | $94,097 |
| 2023 | 86 | $1.9M | $161,763 | $88,232 |
| 2022 | 90 | $2.2M | $183,506 | $85,850 |
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 |
|---|---|---|---|---|
| FORGE FINANCIAL MANAGEMENT CONSULTI | Auditor | — | — | $0 |
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 | $7,412 | — | — | — | — |
| 2023 | $4,189 | — | — | — | — |
| 2022 | — | — | — | — | — |