Plan Snapshot
- Plan Sponsor: Avl Michigan Holding Corporation
- Sponsor EIN: 383164257
- Sponsor Address: 47603 HALYARD DRIVE, PLYMOUTH, MI, 48170
- Plan Type: 401(k)
- Total Participants: 505
- Total Assets: $152.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 505 | $152.0M | $3.1M | $5.8M |
| 2023 | 552 | $139.8M | $3.3M | $5.9M |
| 2022 | 583 | $125.6M | $3.3M | $5.7M |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | SERVICE PROVIDER | — | $113,687 | $113,687 |
| VOYA RETIREMENT ADVISORS, LLC | SERVICE PROVIDER | $76,987 | — | $76,987 |
| AVL MICHIGAN HOLDING CORPORATION | SERVICE PROVIDER | $21,250 | — | $21,250 |
| MORNINGSTAR | SERVICE PROVIDER | — | $20,983 | $20,983 |
| VOYA RETIREMENT INSURANCE & ANNUITY | SERVICE PROVIDER | $13,726 | $5,345 | $19,071 |
| PLANTE & MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS LLC — SERVICE PROVIDER
- MORNINGSTAR — SERVICE PROVIDER
- PLANTE & MORAN, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $251,978
- Estimated Expense Ratio: 0.166% 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 | $111,963 | $99,413 | $10,700 | — | — |
| 2023 | $83,196 | $63,996 | $17,700 | — | — |
| 2022 | $84,365 | — | — | — | — |