# Efg Management Co. INC. 401(k) Plan
Source: https://planprovider.pro/companies/efg-management-co-inc-401k-plan

> Efg Management Co. INC.'s 401(k) plan: 488 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Efg Management Co. INC.

- **Sponsor EIN:** 471429476

- **Sponsor Address:** 133 W MAIN ST. STE. 266, NORTHVILLE, MI, 48167

- **Plan Type:** 401(k)

- **Total Participants:** 488

- **Total Assets:** $3.9M

## 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|488|$3.9M|$384,844|$490,483|

| 2023|486|$2.9M|$362,054|$442,983|

| 2022|493|$2.2M|$334,929|$427,540|

## 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|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PLANTE & MORAN, PLLC](https://planprovider.pro/provider/plante-and-moran-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|$17,137|$8,480|—|—|—|

| 2023|$12,629|$6,145|—|—|—|

| 2022|$11,330|$4,609|—|—|—|

## Similar Plans

- [Bcdi Great Lakes Holdings, INC.](https://planprovider.pro/companies/bcdi-great-lakes-holdings-inc-401k-plan) — 517 participants

- [Oakland Hills Country Club](https://planprovider.pro/companies/oakland-hills-country-club-401k-plan) — 165 participants

- [Walstrom Marine, INC.](https://planprovider.pro/companies/walstrom-marine-inc-401k-plan) — 136 participants

- [Bar At Forest View Lanes LLC](https://planprovider.pro/companies/bar-at-forest-view-lanes-llc-401k-plan) — 107 participants

- [The Sports Club Of Novi, LLC](https://planprovider.pro/companies/the-sports-club-of-novi-llc-401k-plan) — 41 participants

- [The Sports Club Of West Bloomfield LLC](https://planprovider.pro/companies/the-sports-club-of-west-bloomfield-llc-401k-plan) — 35 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/efg-management-co-inc-401k-plan)

© 2026 PlanProvider.Pro