Plan Snapshot
- Plan Sponsor: Avalon & Tahoe Mfg., INC.
- Sponsor EIN: 382385785
- Sponsor Address: 903 MICHIGAN AVENUE, ALMA, MI, 48801
- Plan Type: 401(k)
- Total Participants: 399
- Total Assets: $17.5M
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 | 399 | $17.5M | $862,120 | $1.4M |
| 2023 | 464 | $14.5M | $1.0M | $1.6M |
| 2022 | 459 | $9.6M | $902,504 | $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 |
|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERVI | RECORDKEEPER | $52,454 | — | $52,454 |
| GREAT LAKES PENSION ASSOCIATES, INC | THIRD PARTY ADMINISTRATO | $30,375 | — | $30,375 |
| REHMANN ROBSON, LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $82,829
- Estimated Expense Ratio: 0.472% 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 | $82,829 | — | $30,375 | — | — |
| 2023 | $59,684 | — | $24,857 | — | — |
| 2022 | $49,376 | — | — | — | $26,599 |