Plan Snapshot
- Plan Sponsor: Remembers Finance LLC
- Sponsor EIN: 842477462
- Sponsor Address: 5435 CORPORATE DRIVE SUITE 300, TROY, MI, 480982624
- Plan Type: 401(k)
- Total Participants: 162
- Total Assets: $10.5M
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 | 162 | $10.5M | $604,478 | $1.6M |
| 2023 | 147 | $7.9M | $499,213 | $1.2M |
| 2022 | 157 | $6.3M | $452,864 | $1.1M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | 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 | $56,746 | $1,899 | $54,847 | — | — |
| 2023 | $36,626 | $1,176 | $35,450 | — | — |
| 2022 | $10,324 | — | $1,386 | — | $8,938 |