Plan Snapshot
- Plan Sponsor: Reelcraft Holdings, LLC
- Sponsor EIN: 821514096
- Sponsor Address: 2842 EAST BUSINESS HWY. 30, COLUMBIA CITY, IN, 46725
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 283
- Total Assets: $11.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 283 | $11.7M | $0 | $0 |
| 2024 | 237 | $8.8M | $1.8M | $867,698 |
| 2023 | 233 | $6.7M | $689,238 | $737,050 |
| 2022 | 196 | $4.9M | $600,789 | $439,842 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $36,518 | — | $36,518 |
| MERRILL LYNCH PIERCE FENNER & SMITH | Investment Advisor | $34,020 | — | $34,020 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $7,179 | — | $7,179 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $77,717
- Estimated Expense Ratio: 0.665% 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 |
|---|---|---|---|---|---|
| 2025 | $702,175 | $41,199 | — | — | — |
| 2024 | $85,926 | $51,358 | — | — | — |
| 2023 | $61,145 | $37,264 | — | — | — |
| 2022 | $68,970 | — | $68,970 | — | — |