Plan Snapshot
- Plan Sponsor: Federal Broach Holdings, LLC
- Sponsor EIN: 205853585
- Sponsor Address: 1961 SULLIVAN DRIVE, HARRISON, MI, 48625
- Plan Type: 401(k)
- Total Participants: 99
- Total Assets: $14.8M
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 | 99 | $14.8M | $214,593 | $387,837 |
| 2023 | 106 | $13.3M | $194,297 | $346,985 |
| 2022 | 88 | $13.7M | $191,182 | $345,189 |
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 |
|---|---|---|---|---|
| YEO & YEO | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- YEO & YEO — 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 | $69,038 | $36,236 | $14,140 | — | — |
| 2023 | $65,673 | $36,960 | $28,713 | — | — |
| 2022 | $64,728 | $41,877 | $22,851 | — | — |