Plan Snapshot
- Plan Sponsor: Entente Spirits LLC Dba Moersch Hospitality Group
- Sponsor EIN: 383459058
- Sponsor Address: 10983 HILLS ROAD, BARODA, MI, 49101
- Plan Type: 401(k)
- Total Participants: 88
- Total Assets: $1.1M
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 | 88 | $1.1M | $43,688 | $106,700 |
| 2023 | 125 | $1.3M | $85,756 | $83,069 |
| 2022 | 54 | $963,496 | $49,718 | $96,148 |
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 |
|---|---|---|---|---|
| ENTENTE SPIRITS | 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 | $14,339 | — | $9,143 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |