# Dornerworks, LLC 401(k) Plan
Source: https://planprovider.pro/companies/dornerworks-ltd-401k-plan

> Dornerworks, LLC's 401(k) plan: 61 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Dornerworks, LLC

- **Sponsor EIN:** 383534524

- **Sponsor Address:** 3445 LAKE EASTBROOK BLVD SE, GRAND RAPIDS, MI, 495465935

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

- **Total Participants:** 61

- **Total Assets:** $9.7M

## 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|61|$9.7M|$0|$854,722|

| 2023|98|$11.0M|$318,041|$1.0M|

| 2022|101|$9.4M|$309,437|$1.0M|

## 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|

| ROCKEFELLER CAPITAL MANAGEMENT|INVESTMENT ADVISORY|$19,720|$6|$19,726|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$16,313|—|$16,313|

| MERRILL LYNCH PIERCE FENNER & SMITH|CONSULTANT|$7,941|$5|$7,946|

| MONROE, SWEERIS & TROMP P.L.C|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MONROE, SWEERIS & TROMP P.L.C](https://planprovider.pro/provider/monroe-sweeris-and-tromp-plc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $43,985

- **Estimated Expense Ratio:** 0.454% 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|$43,979|$22,900|$16,313|—|—|

| 2023|$20,296|$9,497|$10,799|—|—|

| 2022|$23,714|—|$23,714|—|—|

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