Plan Snapshot
- Plan Sponsor: Escalent, INC.
- Sponsor EIN: 382882316
- Sponsor Address: 17430 COLLEGE PKWY, LIVONIA, MI, 48152
- Plan Type: 401(k)
- Total Participants: 633
- Total Assets: $80.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 633 | $80.6M | $1.1M | $7.0M |
| 2023 | 762 | $68.9M | $1.1M | $6.5M |
| 2022 | 481 | $54.9M | $432,930 | $4.3M |
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 | 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 | $90,399 | $19,530 | — | — | — |
| 2023 | $63,534 | $9,655 | — | — | — |
| 2022 | $57,933 | $5,852 | $52,081 | — | — |