Plan Snapshot
- Plan Sponsor: W.C. Tingle Company
- Sponsor EIN: 440517735
- Sponsor Address: 2615 NE HAGAN RD, LEES SUMMIT, MO, 640642359
- Plan Type: 401(k)
- Total Participants: 93
- Total Assets: $7.6M
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 | 93 | $7.6M | $64,940 | $439,194 |
| 2023 | 103 | $9.1M | $62,996 | $450,344 |
| 2022 | 98 | $8.8M | $52,006 | $352,178 |
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 |
|---|---|---|---|---|
| BERGANKDV LLC | 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 | $3,098,212 | — | $36,128 | — | — |
| 2023 | $1,453,152 | — | $38,168 | — | — |
| 2022 | $44,587 | — | — | — | — |