# Andy J. Egan Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/andy-j-egan-company-inc-401k-plan

> Andy J. Egan Company, INC.'s 401(k) plan: 133 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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