Plan Snapshot
- Plan Sponsor: Avasure Opco Holdings, INC.
- Sponsor EIN: 203347607
- Sponsor Address: 5801 SAFETY DRIVE NE, BELMONT, MI, 49306
- Plan Type: 401(k)
- Total Participants: 244
- Total Assets: $18.3M
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 | 244 | $18.3M | $1.0M | $1.9M |
| 2023 | 220 | $13.7M | $781,703 | $1.8M |
| 2022 | 219 | $8.0M | $597,591 | $1.2M |
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, PLLP | 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 | $19,282 | $1,380 | $1,291 | — | — |
| 2023 | $19,472 | $1 | $553 | — | — |
| 2022 | $32,378 | $20,834 | $10,344 | — | $1,200 |