Plan Snapshot
- Plan Sponsor: Doner Partners LLC
- Sponsor EIN: 454831633
- Sponsor Address: 400 GALLERIA OFFICE CENTRE, SOUTHFIELD, MI, 48034
- Plan Type: DB
- Plan Number: 001
- Total Participants: 33
- Total Assets: $24.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 33 | $24.1M | $885,000 | $0 |
| 2023 | 36 | $22.8M | $1.1M | $0 |
| 2022 | 47 | $22.8M | $3.4M | $0 |
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 |
|---|---|---|---|---|
| FID MGMT TRUST CO | Other Service Provider | $119,662 | — | $119,662 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $119,662
- Estimated Expense Ratio: 0.497% 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 | $347,751 | — | $347,751 | — | — |
| 2023 | $452,367 | — | $452,367 | — | — |
| 2022 | $383,706 | — | — | — | $13,393 |