Plan Snapshot
- Plan Sponsor: Depatie Fluid Power Company
- Sponsor EIN: 300036481
- Sponsor Address: 6256 AMERICAN AVENUE, PORTAGE, MI, 49002
- Plan Type: 401(k)
- Total Participants: 242
- Total Assets: $15.5M
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 | 242 | $15.5M | $492,549 | $1.3M |
| 2023 | 143 | $11.6M | $301,776 | $782,631 |
| 2022 | 104 | $10.4M | $256,664 | $598,466 |
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 |
|---|---|---|---|---|
| OSAIC WEALTH INC | INVESTMENT ADVISOR | $13,327 | — | $13,327 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $8,122 | — | $8,122 |
| CWS FINANCIAL ADVISORS | INVESTMENT ADVISOR | $6,760 | — | $6,760 |
| KRUGGEL LAWTON & COMPANY LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KRUGGEL LAWTON & COMPANY LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,209
- Estimated Expense Ratio: 0.182% 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 | $31,083 | $14,882 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |