Plan Snapshot
- Plan Sponsor: Whitfield & Eddy P.L.C.
- Sponsor EIN: 420643980
- Sponsor Address: 699 WALNUT STREET, SUITE 2000, DES MOINES, IA, 50309
- Plan Type: 401(k)
- Total Participants: 80
- Total Assets: $32.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 80 | $32.5M | $1.3M | $588,151 |
| 2023 | 83 | $27.5M | $1.2M | $527,531 |
| 2022 | 75 | $24.4M | $953,790 | $422,258 |
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 |
|---|---|---|---|---|
| PRIME CAPITAL INVESTMENT | NONE | $35,000 | — | $35,000 |
| DENMAN & COMPANY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DENMAN & COMPANY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,000
- Estimated Expense Ratio: 0.108% 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 | $35,225 | $34,442 | $783 | — | — |
| 2023 | $35,951 | $34,676 | $1,275 | — | — |
| 2022 | $64,126 | $60,660 | $3,466 | — | — |