Plan Snapshot
- Plan Sponsor: Douglas J. Management, LLC
- Sponsor EIN: 203908497
- Sponsor Address: 331 E GRAND RIVER AVE, EAST LANSING, MI, 48823
- Plan Type: 401(k)
- Total Participants: 330
- Total Assets: $11.5M
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 | 330 | $11.5M | $129,248 | $853,866 |
| 2023 | 309 | $10.0M | $120,917 | $820,542 |
| 2022 | 307 | $8.6M | $112,570 | $744,707 |
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 PLLC | 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 | $59,786 | $419 | — | — | — |
| 2023 | $43,545 | $177 | — | — | — |
| 2022 | $43,813 | — | — | — | — |