Plan Snapshot
- Plan Sponsor: Britten, INC.
- Sponsor EIN: 832409738
- Sponsor Address: 2322 CASS RD, TRAVERSE CITY, MI, 49684
- Plan Type: 401(k)
- Total Participants: 242
- Total Assets: $13.7M
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 | 242 | $13.7M | $301,624 | $952,985 |
| 2023 | 224 | $10.8M | $327,173 | $990,296 |
| 2022 | 232 | $8.7M | $226,687 | $822,129 |
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 |
|---|---|---|---|---|
| UHY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UHY LLP — 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 | $61,511 | $29,191 | — | — | — |
| 2023 | $49,236 | $22,375 | — | — | — |
| 2022 | $45,360 | — | $45,360 | — | — |