Plan Snapshot
- Plan Sponsor: Andy J. Egan Company, INC.
- Sponsor EIN: 380512360
- Sponsor Address: 2001 WALDORF NW, SUITE 200, GRAND RAPIDS, MI, 49544
- Plan Type: 401(k)
- Total Participants: 133
- Total Assets: $21.8M
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 | 133 | $21.8M | $887,068 | $911,315 |
| 2023 | 110 | $18.5M | $847,795 | $870,480 |
| 2022 | 104 | $15.7M | $594,358 | $775,642 |
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 |
|---|---|---|---|---|
| D.K. WEISS, HOLT & ASSOCIATES, PLLC | 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 | $93,641 | $49,853 | $36,508 | — | — |
| 2023 | $86,840 | $41,327 | $36,131 | — | — |
| 2022 | $85,254 | $39,342 | $34,835 | — | $11,077 |