Plan Snapshot
- Plan Sponsor: Dagenais Enterprises Management Company, INC.
- Sponsor EIN: 383387316
- Sponsor Address: 1505 NO LINCOLN RD, ESCANABA, MI, 49829
- Plan Type: 401(k)
- Total Participants: 201
- Total Assets: $16.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 201 | $16.4M | $239,538 | $874,461 |
| 2023 | 211 | $15.7M | $351,149 | $900,572 |
| 2022 | 204 | $14.7M | $402,686 | $931,914 |
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 |
|---|---|---|---|---|
| ANDERSON TACKMAN COMPANY PLC | Auditor | — | — | $0 |
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 | $40,665 | $31,300 | — | — | — |
| 2023 | $59,042 | $29,012 | — | $19,050 | — |
| 2022 | $43,140 | — | — | — | — |