Plan Snapshot
- Plan Sponsor: Sioux City Foundry Co
- Sponsor EIN: 420942411
- Sponsor Address: PO BOX 3067, SIOUX CITY, IA, 51102
- Plan Type: 401(k)
- Total Participants: 76
- Total Assets: $6.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 76 | $6.7M | $81,671 | $225,267 |
| 2023 | 130 | $7.3M | $78,439 | $215,229 |
| 2022 | 90 | $6.8M | $87,472 | $205,670 |
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 CONNER & WILLIAMS PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HENJES CONNER & WILLIAMS PC — Auditor
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 | $63,112 | $63,112 | — | — | — |
| 2023 | $34,872 | $34,872 | — | — | — |
| 2022 | $50,988 | $50,988 | — | — | — |