Plan Snapshot
- Plan Sponsor: Dale L. Prentice Co.
- Sponsor EIN: 381444792
- Sponsor Address: 26511 HARDING AVENUE, OAK PARK, MI, 48237
- Plan Type: 401(k)
- Total Participants: 63
- Total Assets: $8.3M
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 | 63 | $8.3M | $134,661 | $336,595 |
| 2023 | 62 | $8.6M | $228,755 | $603,781 |
| 2022 | 92 | $7.2M | $195,165 | $564,265 |
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 |
|---|---|---|---|---|
| PLANTE & MORAN PLLC | 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 | $13,079 | $2,654 | — | — | — |
| 2023 | $11,081 | $2,506 | — | — | — |
| 2022 | $2,746 | $2,546 | — | — | — |