Plan Snapshot
- Plan Sponsor: Vaughan & Bushnell Manufacturing Company
- Sponsor EIN: 361908970
- Sponsor Address: 665 W JACKSON STREET, WOODSTOCK, IL, 60098
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $147,787
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 | 0 | $147,787 | $0 | $180,127 |
| 2023 | 201 | $9.8M | $0 | $512,462 |
| 2022 | 209 | $8.4M | $0 | $503,767 |
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 |
|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | Other Service Provider | $29,796 | — | $29,796 |
| CLIFTONLARSONALLEN LLP | Other Service Provider | $15,225 | — | $15,225 |
| FIDUCIENT ADVISORS LLC | Other Service Provider | $14,211 | — | $14,211 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,232
- Estimated Expense Ratio: 40.079% 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 | $59,232 | $14,211 | — | $15,225 | — |
| 2023 | $47,197 | $17,174 | — | — | — |
| 2022 | $58,740 | $20,067 | — | — | $38,673 |