Plan Snapshot
- Plan Sponsor: Advanced Vehicle Assemblies LLC
- Sponsor EIN: 862730587
- Sponsor Address: 2917 WATERVIEW DRIVE, ROCHESTER HILLS, MI, 48309
- Plan Type: 401(k)
- Total Participants: 376
- Total Assets: $17.9M
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 | 376 | $17.9M | $431,124 | $760,475 |
| 2023 | 283 | $18.0M | $573,939 | $988,836 |
| 2022 | 349 | $20.2M | $618,716 | $1.1M |
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 |
|---|---|---|---|---|
| YEO AND YEO PC | Auditor | $17,900 | — | $17,900 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- YEO AND YEO PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,900
- Estimated Expense Ratio: 0.100% 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 | $83,318 | $32,906 | — | $17,900 | — |
| 2023 | $99,687 | $37,533 | $1,500 | $19,200 | — |
| 2022 | $114,037 | $89 | — | — | — |