Plan Snapshot
- Plan Sponsor: Sivyer Steel Castings LLC
- Sponsor EIN: 830879341
- Sponsor Address: 225 SOUTH 33RD STREET, BETTENDORF, IA, 52722
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $1.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $1.2M | $8,968 | $0 |
| 2023 | 0 | $1.3M | $31,596 | $78,157 |
| 2022 | 93 | $3.1M | $49,286 | $132,614 |
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 |
|---|---|---|---|---|
| VRAKAS S.C. | Auditor | $20,000 | — | $20,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VRAKAS S.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,000
- Estimated Expense Ratio: 1.726% 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 | $35,099 | $295 | $14,804 | $20,000 | — |
| 2023 | $39,332 | $10,110 | $29,222 | — | — |
| 2022 | $42,455 | $9,000 | $32,747 | — | $708 |