Plan Snapshot
- Plan Sponsor: Aristeo Construction Company
- Sponsor EIN: 382168471
- Sponsor Address: 12822 STARK ROAD, LIVONIA, MI, 48150
- Plan Type: 401(k)
- Total Participants: 174
- Total Assets: $38.4M
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 | 174 | $38.4M | $961,612 | $1.8M |
| 2023 | 158 | $34.1M | $892,177 | $1.5M |
| 2022 | 149 | $29.4M | $849,097 | $1.4M |
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 |
|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | RECORDKEEPER | $54,017 | — | $54,017 |
| YEO & YEO P.C. | AUDITOR | $15,000 | — | $15,000 |
| GREAT LAKES PENSION ASSOCIATES, INC | THIRD PARTY ADMINISTRATO | $10,650 | — | $10,650 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK LIFE INSURANCE COMPANY — RECORDKEEPER
- YEO & YEO P.C. — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $79,667
- Estimated Expense Ratio: 0.208% of plan assets
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 | $79,205 | — | $10,650 | $15,000 | — |
| 2023 | $75,048 | — | $12,936 | $15,000 | — |
| 2022 | $66,864 | — | — | — | $21,718 |