Plan Snapshot
- Plan Sponsor: Edl Holdings (Us), INC.
- Sponsor EIN: 522059087
- Sponsor Address: 2501 COOLIDGE RD., EAST LANSING, MI, 48823
- Plan Type: 401(k)
- Total Participants: 165
- Total Assets: $23.7M
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 | 165 | $23.7M | $1.1M | $1.6M |
| 2023 | 135 | $18.2M | $1.2M | $1.4M |
| 2022 | 154 | $15.2M | $783,759 | $987,977 |
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 |
|---|---|---|---|---|
| DEMPSEY VANTREASE AND FOLLIS PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DEMPSEY VANTREASE AND FOLLIS PLLC — Auditor
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 | $34,155 | $8,623 | — | — | — |
| 2023 | $28,781 | $5,015 | $300 | — | — |
| 2022 | $9,133 | $25 | $8,800 | — | — |