Plan Snapshot
- Plan Sponsor: Cup Acquisition, LLC
- Sponsor EIN: 454756950
- Sponsor Address: 2535 WALDORF COURT NW, GRAND RAPIDS, MI, 49544
- Plan Type: 401(k)
- Total Participants: 159
- Total Assets: $5.9M
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 | 159 | $5.9M | $92,607 | $472,286 |
| 2023 | 153 | $5.4M | $75,148 | $485,466 |
| 2022 | 154 | $4.9M | $80,734 | $496,595 |
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 |
|---|---|---|---|---|
| DOEREN MAYHEW ASSURANCE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DOEREN MAYHEW ASSURANCE — 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 | $20,766 | $1,489 | — | — | — |
| 2023 | $18,452 | $1,313 | — | — | — |
| 2022 | $18,516 | — | $18,516 | — | — |