Plan Snapshot
- Plan Sponsor: Ebw Electronics, INC.
- Sponsor EIN: 383071750
- Sponsor Address: 13110 RANSOM ST, HOLLAND, MI, 494248715
- Plan Type: 401(k)
- Total Participants: 144
- Total Assets: $8.4M
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 | 144 | $8.4M | $285,816 | $572,967 |
| 2023 | 184 | $7.8M | $393,644 | $594,045 |
| 2022 | 162 | $7.6M | $196,053 | $520,874 |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $54,718 | — | $54,718 |
| ROCKEFELLER FINANCIAL LLC | INVESTMENT ADVISORY- PLAN | $10,026 | — | $10,026 |
| BAKER HOLTZ | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $64,744
- Estimated Expense Ratio: 0.767% 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 | $64,910 | $10,026 | — | — | — |
| 2023 | $53,479 | — | — | $10,000 | — |
| 2022 | $50,292 | — | — | — | — |