# Don Lee Distributor, INC. 401(k) Plan
Source: https://planprovider.pro/companies/don-lee-distributor-inc-401k-plan

> Don Lee Distributor, INC.'s 401(k) plan: 298 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Don Lee Distributor, INC.

- **Sponsor EIN:** 381897240

- **Sponsor Address:** 5400 PATTERSON AVENUE, GRAND RAPIDS, MI, 49512

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

- **Total Participants:** 298

- **Total Assets:** $40.4M

## 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|298|$40.4M|$842,621|$1.1M|

| 2023|296|$37.3M|$665,632|$1.1M|

| 2022|298|$33.2M|$773,774|$990,746|

## 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|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PLANTE MORAN](https://planprovider.pro/provider/plante-and-moran-pllc) — 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|$138,522|$77,689|—|—|—|

| 2023|$111,294|$85,008|—|—|—|

| 2022|$118,972|—|$57,904|—|$61,068|

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