# Wapsie Valley Creamery, INC. DC Plan
Source: https://planprovider.pro/companies/wapsie-valley-creamery-inc-plan

> Wapsie Valley Creamery, INC.'s DC plan: 112 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| AVANTAX RETIREMENT PLAN SERVICES|NA|$60,987|—|$60,987|

| CARNEY, ALEXANDER, MAROLD & CO.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [AVANTAX RETIREMENT PLAN SERVICES](https://planprovider.pro/provider/avantax-planning-partners-inc) — NA

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $60,987

- **Estimated Expense Ratio:** 0.483% 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|$60,987|$39,114|—|—|—|

| 2023|$53,270|$33,814|—|—|—|

| 2022|$52,367|—|—|—|—|

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