Plan Snapshot
- Plan Sponsor: Caravan Facilities Management L.L.C
- Sponsor EIN: 383376680
- Sponsor Address: 1400 WEISS STREET, SAGINAW, MI, 48602
- Plan Type: 401(k)
- Total Participants: 529
- Total Assets: $5.0M
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 | 529 | $5.0M | $115,926 | $673,657 |
| 2023 | 374 | $4.1M | $89,769 | $540,299 |
| 2022 | 326 | $3.5M | $81,939 | $507,561 |
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 |
|---|---|---|---|---|
| REHMANN ROBSON, LLC | Auditor | — | — | $0 |
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 | $45,835 | — | $26,677 | — | — |
| 2023 | $50,440 | — | $32,640 | — | — |
| 2022 | $41,503 | — | — | — | $25,713 |