Plan Snapshot
- Plan Sponsor: Baudville, INC.
- Sponsor EIN: 382549249
- Sponsor Address: 5380 52ND ST SE, GRAND RAPIDS, MI, 49512
- Plan Type: 401(k)
- Total Participants: 75
- Total Assets: $5.4M
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 | 75 | $5.4M | $195,554 | $422,998 |
| 2023 | 84 | $5.0M | $282,068 | $493,515 |
| 2022 | 114 | $4.1M | $269,480 | $550,191 |
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 |
|---|---|---|---|---|
| ROCKEFELLER FINANCIAL LLC | Investment Advisor | $7,704 | — | $7,704 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $5,131 | — | $5,131 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,835
- Estimated Expense Ratio: 0.237% 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 | $12,835 | $7,704 | — | — | — |
| 2023 | $8,987 | — | — | — | — |
| 2022 | $7,118 | — | — | — | $7,118 |