Plan Snapshot
- Plan Sponsor: Alta Enterprises, LLC
- Sponsor EIN: 823166837
- Sponsor Address: 13211 MERRIMAN ROAD, LIVONIA, MI, 48150
- Plan Type: 401(k)
- Total Participants: 2,507
- Total Assets: $172.1M
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 | 2,507 | $172.1M | $5.8M | $19.3M |
| 2023 | 2,807 | $146.5M | $5.5M | $17.3M |
| 2022 | 2,578 | $114.8M | $4.2M | $14.0M |
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 |
|---|---|---|---|---|
| DOEREN MAYHEW ASSURANCE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DOEREN MAYHEW ASSURANCE — Auditor
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 | $340,891 | $108,597 | $1,800 | — | — |
| 2023 | $276,244 | $88,938 | $600 | — | — |
| 2022 | $265,850 | $33,704 | — | — | — |