Plan Snapshot
- Plan Sponsor: F & V Companies INC
- Sponsor EIN: 472260160
- Sponsor Address: 2960 LUCERNE DRIVE SE, GRAND RAPIDS, MI, 495467183
- Plan Type: 401(k)
- Total Participants: 296
- Total Assets: $24.8M
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 | 296 | $24.8M | $60,778 | $2.3M |
| 2023 | 272 | $21.0M | $0 | $1.9M |
| 2022 | 261 | $16.8M | $0 | $599,966 |
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 |
|---|---|---|---|---|
| VANDERPLOEG BERGAKKER & ASSOCIATES | 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 | $101,530 | $43,925 | — | — | — |
| 2023 | $59,793 | $59,793 | — | — | — |
| 2022 | $13,839 | $13,839 | — | — | — |