Plan Snapshot
- Plan Sponsor: Seubert Excavators, INC.
- Sponsor EIN: 826005673
- Sponsor Address: PO BOX 57, COTTONWOOD, ID, 835220057
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 50
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 50 | $0 | $1.0M | $0 |
| 2023 | 51 | $0 | $763,305 | $0 |
| 2022 | 53 | $0 | $883,197 | $0 |
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 |
|---|---|---|---|---|
| M S ADMINISTRATIVE SERVICES, INC. | Recordkeeper | $25,641 | — | $25,641 |
| MST INSURANCE AGENCY | Insurance Carrier | $24,575 | — | $24,575 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,216
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 | $1,203,812 | — | — | — | — |
| 2023 | $768,820 | — | — | — | — |
| 2022 | $972,633 | — | — | — | — |