# Dart Bank 401(k) Plan
Source: https://planprovider.pro/companies/dart-bank-401k-plan

> Dart Bank's 401(k) plan: 291 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Dart Bank

- **Sponsor EIN:** 380464116

- **Sponsor Address:** 368 SOUTH PARK STREET, MASON, MI, 488540040

- **Plan Type:** 401(k)

- **Total Participants:** 291

- **Total Assets:** $31.0M

## 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|291|$31.0M|$1.0M|$2.0M|

| 2023|244|$26.2M|$824,418|$1.6M|

| 2022|212|$20.8M|$935,126|$1.3M|

## 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|

| CAMBRIDGE INVESTMENT RESEARCH INC.|BROKER/ADVISO R|—|$50,455|$50,455|

| MANER COSTERISAN & ELLIS PC|AUDITOR|$11,500|—|$11,500|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$10,662|—|$10,662|

| ELLIS BENEFITS GROUP INC|CONTRACT ADMIN|$7,140|—|$7,140|

| EMPOWER ADVISORY GROUP LLC|INVESTMENT MGMT|$7,099|—|$7,099|

| MANER COSTERISAN|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MANER COSTERISAN](https://planprovider.pro/provider/maner-costerisan-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $86,856

- **Estimated Expense Ratio:** 0.280% 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|$46,061|—|$8,530|—|—|

| 2023|-$2,449|—|-$2,449|—|—|

| 2022|$13,644|—|$1,659|—|$11,985|

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