Plan Snapshot
- Plan Sponsor: Caledonia Farmers Elevator Company
- Sponsor EIN: 380394240
- Sponsor Address: 146 E. MAIN STREET, CALEDONIA, MI, 493169488
- Plan Type: 401(k)
- Total Participants: 116
- Total Assets: $10.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 116 | $10.9M | $488,511 | $554,260 |
| 2023 | 113 | $10.3M | $482,334 | $552,456 |
| 2022 | 113 | $11.0M | $486,733 | $547,800 |
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 |
|---|---|---|---|---|
| YEO & YEO PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- YEO & YEO PC — 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 | $41,453 | $4,212 | — | — | — |
| 2023 | $45,474 | $3,241 | — | — | — |
| 2022 | $45,504 | — | — | — | $45,504 |