Plan Snapshot
- Plan Sponsor: Autodie LLC
- Sponsor EIN: 205831121
- Sponsor Address: 44 COLDBROOK N.W., GRAND RAPIDS, MI, 49503
- Plan Type: 401(k)
- Total Participants: 165
- Total Assets: $40.1M
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 | 165 | $40.1M | $461,785 | $1.5M |
| 2023 | 167 | $37.6M | $463,711 | $1.5M |
| 2022 | 177 | $35.6M | $467,108 | $1.5M |
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 |
|---|---|---|---|---|
| FIDUCIARY FOCUS CORPORATION LL | NONE | $15,000 | — | $15,000 |
| PLANTE & MORAN, PLLC | Auditor | $15,000 | — | $15,000 |
| SCHWAB RETIREMENT PLAN SERVICES INC | NONE | $8,880 | — | $8,880 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — Auditor
- SCHWAB RETIREMENT PLAN SERVICES INC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,880
- Estimated Expense Ratio: 0.097% 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 | $23,880 | $288 | — | $15,000 | — |
| 2023 | $41,723 | $3,024 | $28,000 | — | — |
| 2022 | $36,351 | — | — | — | $26,500 |