Plan Snapshot
- Plan Sponsor: Von Tobel Corporation
- Sponsor EIN: 351182953
- Sponsor Address: P.O. BOX 150, VALPARAISO, IN, 46384
- Plan Type: 401(k)
- Total Participants: 157
- Total Assets: $11.9M
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 | 157 | $11.9M | $88,929 | $601,621 |
| 2023 | 135 | $10.1M | $91,479 | $594,591 |
| 2022 | 137 | $8.4M | $92,116 | $589,787 |
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 |
|---|---|---|---|---|
| HUTH-THOMPSON, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HUTH-THOMPSON, LLP — 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 | $2,270 | $1,095 | — | — | — |
| 2023 | $1,964 | $764 | — | — | — |
| 2022 | $2,469 | $545 | — | — | — |