Plan Snapshot
- Plan Sponsor: Wapsie Valley Creamery, INC.
- Sponsor EIN: 420582210
- Sponsor Address: 300-10TH ST, NE, INDEPENDENCE, IA, 50644
- Plan Type: DC
- Total Participants: 112
- Total Assets: $12.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 112 | $12.6M | $296,784 | $452,582 |
| 2023 | 111 | $10.8M | $252,949 | $399,195 |
| 2022 | 108 | $9.9M | $212,445 | $368,526 |
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 |
|---|---|---|---|---|
| CARNEY, ALEXANDER, MAROLD & CO. | 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 | $60,987 | $39,114 | — | — | — |
| 2023 | $53,270 | $33,814 | — | — | — |
| 2022 | $52,367 | — | — | — | — |