Plan Snapshot
- Plan Sponsor: Complete Automation, INC.
- Sponsor EIN: 382803878
- Sponsor Address: 1776 WEST CLARKSTON ROAD, LAKE ORION, MI, 483622267
- Plan Type: 401(k)
- Total Participants: 162
- Total Assets: $9.1M
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 | 162 | $9.1M | $149,231 | $650,248 |
| 2023 | 151 | $8.3M | $113,432 | $604,700 |
| 2022 | 150 | $6.8M | $160,660 | $648,684 |
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 | $38,505 | $12,599 | — | — | — |
| 2023 | $32,721 | $10,497 | — | — | — |
| 2022 | $27,766 | — | $27,766 | — | — |