Plan Snapshot
- Plan Sponsor: Berends Hendricks Stuit Insurance Agency LLC
- Sponsor EIN: 382555560
- Sponsor Address: 3055 44TH ST SW, GRANDVILLE, MI, 494182501
- Plan Type: 401(k)
- Total Participants: 193
- Total Assets: $36.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 193 | $36.5M | $1.3M | $1.0M |
| 2023 | 167 | $31.8M | $1.0M | $874,578 |
| 2022 | 153 | $29.1M | $990,976 | $770,201 |
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 |
|---|---|---|---|---|
| HUNGERFORD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HUNGERFORD — Auditor
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 | $84,329 | — | $84,329 | — | — |
| 2023 | $74,109 | — | $74,109 | — | — |
| 2022 | $81,745 | — | $81,745 | — | — |