Plan Snapshot
- Plan Sponsor: Choctaw-Kaul Distribution Co.
- Sponsor EIN: 381226655
- Sponsor Address: 3540 VINEWOOD AVENUE, DETROIT, MI, 48208
- Plan Type: 401(k)
- Total Participants: 214
- Total Assets: $9.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 214 | $9.6M | $0 | $728,767 |
| 2023 | 197 | $7.7M | $0 | $665,499 |
| 2022 | 188 | $6.4M | $0 | $600,164 |
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 |
|---|---|---|---|---|
| LPL FINANCIAL | INVESTMENT/FINANCIAL ADVI | $40,446 | — | $40,446 |
| ADP, INC. | RECORD KEEPER | $12,211 | — | $12,211 |
| ADDISON & ADDISON P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- ADDISON & ADDISON P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,657
- Estimated Expense Ratio: 0.546% of plan assets
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 | $52,658 | $47,179 | — | — | — |
| 2023 | $43,040 | $33,624 | — | — | — |
| 2022 | $42,847 | — | — | — | — |