Plan Snapshot
- Plan Sponsor: Camelot Venture Group LLC
- Sponsor EIN: 263390928
- Sponsor Address: 40230 GRAND RIVER AVE STE 200, NOVI, MI, 483752116
- Plan Type: 401(k)
- Total Participants: 179
- Total Assets: $9.0M
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 | 179 | $9.0M | $413,194 | $843,626 |
| 2023 | 143 | $7.6M | $450,525 | $924,445 |
| 2022 | 135 | $6.1M | $476,394 | $999,094 |
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 | $2,881 | — | $2,021 | — | — |
| 2023 | $3,629 | — | $2,769 | — | — |
| 2022 | $3,228 | — | $3,228 | — | — |