Plan Snapshot
- Plan Sponsor: Vandor Corporation
- Sponsor EIN: 351800922
- Sponsor Address: 4251 W. INDUSTRIES ROAD, RICHMOND, IN, 47374
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 191
- Total Assets: $5.0M
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. |
|---|---|---|---|---|
| 2023 | 191 | $5.0M | $249,259 | $543,066 |
| 2022 | 164 | $4.2M | $231,258 | $505,684 |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | Other Service Provider | $24,309 | — | $24,309 |
| SHEPHERD FINANCIAL INVESTMENT | Other Service Provider | $17,853 | — | $17,853 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,162
- Estimated Expense Ratio: 0.836% 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 |
|---|---|---|---|---|---|
| 2023 | $42,162 | $17,853 | $24,309 | — | — |
| 2022 | $38,060 | $16,887 | $21,173 | — | — |