Plan Snapshot
- Plan Sponsor: Van Diest Investment Company
- Sponsor EIN: 420839178
- Sponsor Address: PO BOX 70, WEBSTER CITY, IA, 505950070
- Plan Type: 401(k)
- Total Participants: 135
- Total Assets: $17.0M
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 | 135 | $17.0M | $236,769 | $667,914 |
| 2023 | 132 | $17.2M | $213,097 | $680,944 |
| 2022 | 136 | $14.9M | $190,883 | $627,740 |
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 |
|---|---|---|---|---|
| EIDE BAILLY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY — 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 | $52,028 | — | $52,028 | — | — |
| 2023 | $37,253 | — | $37,253 | — | — |
| 2022 | $26,156 | — | $26,156 | — | — |