Plan Snapshot
- Plan Sponsor: Council 30 United Bakery & Confectionery Workers Retirement
- Sponsor EIN: 386054583
- Sponsor Address: 700 TOWER DRIVE SUITE 300, TROY, MI, 48098
- Plan Type: DB
- Total Participants: 85
- Total Assets: $33,466
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 85 | $33,466 | $0 | $0 |
| 2024 | 0 | $29,227 | $0 | $0 |
| 2023 | 0 | $35,845 | $0 | $0 |
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 |
|---|---|---|---|---|
| WESLEY HADDAD & COMPANY LLC | Auditor | $3,700 | — | $3,700 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,700
- Estimated Expense Ratio: 11.056% 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 |
|---|---|---|---|---|---|
| 2025 | $53,658 | — | $42,516 | $3,700 | — |
| 2024 | $56,247 | — | $42,516 | $3,650 | — |
| 2023 | $69,776 | — | $42,516 | — | $14,777 |