Plan Snapshot
- Plan Sponsor: Andrews Hooper Pavlik PLC
- Sponsor EIN: 383133790
- Sponsor Address: 5300 GRATIOT ROAD, SAGINAW, MI, 48638
- Plan Type: 401(k)
- Total Participants: 184
- Total Assets: $26.3M
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 | 184 | $26.3M | $383,023 | $1.1M |
| 2023 | 185 | $25.2M | $331,327 | $1.0M |
| 2022 | 154 | $21.8M | $305,962 | $965,252 |
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 |
|---|---|---|---|---|
| NIETZKE & FAUPEL PC | 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 | $26,320 | — | — | — | — |
| 2023 | $22,015 | — | — | — | — |
| 2022 | $5,566 | — | $5,566 | — | — |