Plan Snapshot
- Plan Sponsor: Southern Indiana Resource Solutions, INC.
- Sponsor EIN: 351152797
- Sponsor Address: 1579 SOUTH FOLSOMVILLE ROAD, BOONVILLE, IN, 476019465
- Plan Type: 403(b)
- Total Participants: 132
- Total Assets: $2.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 132 | $2.4M | $168,756 | $137,330 |
| 2023 | 153 | $2.2M | $127,516 | $131,994 |
| 2022 | 171 | $1.8M | $105,611 | $88,598 |
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 |
|---|---|---|---|---|
| KRUEGER & ASSOCIATES CPA'S, LLC | 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 | $25,043 | $5,051 | $19,966 | — | — |
| 2023 | $20,473 | $4,223 | $16,226 | — | — |
| 2022 | $22,334 | $4,631 | $17,703 | — | — |