Plan Snapshot
- Plan Sponsor: Shuttleworth & Ingersoll, P.L.C.
- Sponsor EIN: 421496619
- Sponsor Address: 235 6TH ST SE, CEDAR RAPIDS, IA, 52401
- Plan Type: 401(k)
- Total Participants: 103
- Total Assets: $43.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 103 | $43.8M | $2.0M | $422,297 |
| 2023 | 124 | $37.3M | $2.2M | $580,937 |
| 2022 | 118 | $31.1M | $967,904 | $263,638 |
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 |
|---|---|---|---|---|
| MERRILL LYNCH, PIERCE FENNER AND S | RECORDKEEPER | $84,815 | — | $84,815 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $84,815
- Estimated Expense Ratio: 0.194% 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 |
|---|---|---|---|---|---|
| 2024 | $84,574 | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |