Plan Snapshot
- Plan Sponsor: Shine Bros. Corp.
- Sponsor EIN: 421155461
- Sponsor Address: 225 10TH AVE SE, SPENCER, IA, 51301
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 113
- Total Assets: $16.5M
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 | 113 | $16.5M | $568,951 | $516,421 |
| 2023 | 120 | $14.4M | $539,242 | $483,955 |
| 2022 | 125 | $11.6M | $504,905 | $446,131 |
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 |
|---|---|---|---|---|
| HENJES, CONNOR & WILLIAMS, P.C. | 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 | — | — | — | — | — |
| 2023 | $80 | — | — | — | — |
| 2022 | $720 | — | $720 | — | — |