Plan Snapshot
- Plan Sponsor: Btm Company LLC
- Sponsor EIN: 473651348
- Sponsor Address: 300 DAVIS RD, MARYSVILLE, MI, 480401955
- Plan Type: 401(k)
- Total Participants: 120
- Total Assets: $10.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 120 | $10.2M | $242,365 | $497,897 |
| 2023 | 127 | $10.5M | $269,613 | $561,154 |
| 2022 | 130 | $9.3M | $235,239 | $515,787 |
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 |
|---|---|---|---|---|
| DOEREN MAYHEW CPAS AND ADVISORS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DOEREN MAYHEW CPAS AND ADVISORS — 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 | $28,265 | $2,933 | — | — | — |
| 2023 | $23,809 | $2,326 | — | — | — |
| 2022 | $24,996 | $1,082 | — | — | — |