Plan Snapshot
- Plan Sponsor: Arcadia Bluffs, L.L.C.
- Sponsor EIN: 450507404
- Sponsor Address: 1616 BROADWAY AVE NW, GRAND RAPIDS, MI, 49504
- Plan Type: 401(k)
- Total Participants: 440
- Total Assets: $11.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 440 | $11.3M | $217,225 | $714,291 |
| 2023 | 413 | $9.9M | $199,143 | $589,445 |
| 2022 | 394 | $8.3M | $526,203 | $1.7M |
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 |
|---|---|---|---|---|
| DOLINKA, VANNOORD & COMPANY | 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 | $43,183 | — | $43,183 | — | — |
| 2023 | $36,741 | — | $33,290 | — | — |
| 2022 | $70,585 | — | $69,625 | — | $960 |