Plan Snapshot
- Plan Sponsor: White River Materials, INC.
- Sponsor EIN: 710452677
- Sponsor Address: PO BOX 2501, BATESVILLE, AR, 72503
- Plan Type: 401(k)
- Total Participants: 280
- Total Assets: $8.2M
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 | 280 | $8.2M | $286,821 | $513,515 |
| 2023 | 170 | $6.9M | $251,172 | $458,604 |
| 2022 | 152 | $5.8M | $200,934 | $388,013 |
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 |
|---|---|---|---|---|
| S F FISER AND 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 | $250,438 | — | $1,475 | — | — |
| 2023 | $496,314 | — | $975 | — | — |
| 2022 | $975 | — | — | — | — |