Plan Snapshot
- Plan Sponsor: Amerilodge Group
- Sponsor EIN: 061822786
- Sponsor Address: 2369 FRANKLIN ROAD, BLOOMFIELD HILLS, MI, 48302
- Plan Type: 401(k)
- Total Participants: 122
- Total Assets: $3.1M
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 | 122 | $3.1M | $90,069 | $303,812 |
| 2023 | 106 | $2.9M | $93,527 | $315,247 |
| 2022 | 120 | $2.1M | $37,045 | $326,747 |
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 |
|---|---|---|---|---|
| FREEDMAN & GOLDBERG CPA | 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 | $1,450 | — | — | — | — |
| 2023 | $3,103 | — | $300 | — | — |
| 2022 | $1,921 | — | — | — | — |