Plan Snapshot
- Plan Sponsor: Van Zyverden, INC.
- Sponsor EIN: 221603775
- Sponsor Address: P.O. BOX 550, MERIDIAN, MS, 39302
- Plan Type: 401(k)
- Total Participants: 266
- Total Assets: $18.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 266 | $18.4M | $309,035 | $539,792 |
| 2023 | 379 | $16.0M | $309,844 | $532,407 |
| 2022 | 332 | $13.9M | $314,738 | $525,883 |
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 |
|---|---|---|---|---|
| SWAIN, COLLINS & NAPP, PA | 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 | $75,781 | $43,884 | $31,897 | — | — |
| 2023 | $67,298 | $37,990 | $29,308 | — | — |
| 2022 | $60,924 | $35,432 | $25,492 | — | — |