Plan Snapshot
- Plan Sponsor: Dortch Enterprises, LLC
- Sponsor EIN: 450591738
- Sponsor Address: 8487 RETREAT DRIVE, GRAND BLANC, MI, 48439
- Plan Type: 401(k)
- Total Participants: 339
- Total Assets: $1.6M
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 | 339 | $1.6M | $44,150 | $85,904 |
| 2023 | 34 | $1.3M | $84,945 | $160,077 |
| 2022 | 185 | $887,392 | $66,090 | $136,476 |
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 |
|---|---|---|---|---|
| TAYLOR & MORGAN, C.P.A, P.C. | Auditor | — | — | $0 |
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 | $36,926 | — | $3,012 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $5,744 | — | — | — | $5,744 |