Plan Snapshot
- Plan Sponsor: Dp Fox Holdings, LLC
- Sponsor EIN: 383154669
- Sponsor Address: 200 OTTAWA AVENUE, N.W., GRAND RAPIDS, MI, 49503
- Plan Type: 401(k)
- Total Participants: 1,813
- Total Assets: $112.9M
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 | 1,813 | $112.9M | $2.6M | $11.7M |
| 2023 | 1,999 | $96.2M | $2.3M | $10.7M |
| 2022 | 1,744 | $69.6M | $1.9M | $8.4M |
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 |
|---|---|---|---|---|
| JOHN HANCOCK | RECORDKEEPER | $235,029 | — | $235,029 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | RETAINED BY EMPLOYER | $118,911 | — | $118,911 |
| MONROE, SWEERIS & TROMP P. L. C. | RETAINED BY EMPLOYER | $9,800 | — | $9,800 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK — RECORDKEEPER
- ONEDIGITAL INVESTMENT ADVISORS LLC — RETAINED BY EMPLOYER
- MONROE, SWEERIS & TROMP P. L. C. — RETAINED BY EMPLOYER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $363,740
- Estimated Expense Ratio: 0.322% 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 | $363,740 | $136,890 | $217,050 | $9,800 | — |
| 2023 | $276,608 | $103,699 | $164,009 | $8,900 | — |
| 2022 | $232,382 | $96,359 | $136,023 | — | — |