Plan Snapshot
- Plan Sponsor: Comfortresearch, L.L.C.
- Sponsor EIN: 383308162
- Sponsor Address: 1719 ELIZABETH AVE., NW, GRAND RAPIDS, MI, 49504
- Plan Type: 401(k)
- Total Participants: 253
- Total Assets: $4.8M
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 | 253 | $4.8M | $274,382 | $600,231 |
| 2023 | 205 | $4.1M | $220,459 | $465,741 |
| 2022 | 235 | $3.5M | $177,741 | $364,886 |
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 |
|---|---|---|---|---|
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — 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 | $853,300 | — | $29,121 | — | — |
| 2023 | $609,178 | — | $26,494 | — | — |
| 2022 | $11,623 | — | — | — | — |