Plan Snapshot
- Plan Sponsor: Timberline Manufacturing Company
- Sponsor EIN: 421432196
- Sponsor Address: 1029 BLAIRS FERRY RD, MARION, IA, 52302
- Plan Type: 401(k)
- Total Participants: 185
- Total Assets: $5.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 185 | $5.3M | $347,148 | $587,756 |
| 2023 | 185 | $4.7M | $311,942 | $515,326 |
| 2022 | 181 | $3.4M | $271,411 | $426,859 |
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 |
|---|---|---|---|---|
| BERGANKDV, LTD. | Auditor | $15,500 | — | $15,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BERGANKDV, LTD. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,500
- Estimated Expense Ratio: 0.292% 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 | $56,722 | $19,433 | — | $15,500 | — |
| 2023 | $33,143 | $14,852 | — | — | — |
| 2022 | $47,061 | $14,322 | $32,021 | — | — |