Plan Snapshot
- Plan Sponsor: Creek Enterprise, INC
- Sponsor EIN: 020685190
- Sponsor Address: 638 W MAUMEE ST, ADRIAN, MI, 49221
- Plan Type: 401(k)
- Total Participants: 160
- Total Assets: $5.1M
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 | 160 | $5.1M | $322,675 | $582,781 |
| 2023 | 177 | $4.1M | $302,765 | $573,441 |
| 2022 | 169 | $3.1M | $273,829 | $522,510 |
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 |
|---|---|---|---|---|
| L M KOHN & COMPANY. | NONE | $9,320 | — | $9,320 |
| GORDON ADVISORS, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GORDON ADVISORS, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,320
- Estimated Expense Ratio: 0.184% 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 | $15,177 | $9,668 | $5,509 | — | — |
| 2023 | $2,350 | — | $2,350 | — | — |
| 2022 | $5,000 | — | $5,000 | — | — |