Plan Snapshot
- Plan Sponsor: Awi Holdings, LLC
- Sponsor EIN: 203778359
- Sponsor Address: 440 KIRKLAND S.W., GRAND RAPIDS, MI, 49507
- Plan Type: 401(k)
- Total Participants: 2,075
- Total Assets: $61.8M
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 | 2,075 | $61.8M | $1.0M | $4.0M |
| 2023 | 2,029 | $55.9M | $1.0M | $3.7M |
| 2022 | 1,862 | $49.2M | $960,329 | $3.6M |
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 |
|---|---|---|---|---|
| MANER COSTERISAN | 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 | $240,214 | — | $240,214 | — | — |
| 2023 | $233,478 | — | $233,478 | — | — |
| 2022 | $267,645 | — | $267,645 | — | — |