Plan Snapshot
- Plan Sponsor: Bopp-Busch Manufacturing Co.
- Sponsor EIN: 381302514
- Sponsor Address: 545 EAST HURON ROAD, AU GRES, MI, 48703
- Plan Type: 401(k)
- Total Participants: 108
- Total Assets: $10.6M
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 | 108 | $10.6M | $125,340 | $352,309 |
| 2023 | 105 | $9.4M | $0 | $367,753 |
| 2022 | 98 | $9.4M | $484,000 | $342,246 |
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 |
|---|---|---|---|---|
| JPMORGAN INVEST HOLDINGS LLC | RECORDKEEPER | $18,396 | — | $18,396 |
| WEINLANDER FITZHUGH | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEINLANDER FITZHUGH — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,396
- Estimated Expense Ratio: 0.173% 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 | $18,396 | — | — | — | — |
| 2023 | $11,938 | — | — | — | — |
| 2022 | $5,170 | $5,170 | — | — | — |