Plan Snapshot
- Plan Sponsor: Feyen Zylstra L.L.C.
- Sponsor EIN: 200463125
- Sponsor Address: 2396 HILLSIDE DR, WALKER, MI, 495441926
- Plan Type: 401(k)
- Total Participants: 441
- Total Assets: $35.6M
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 | 441 | $35.6M | $1.2M | $2.9M |
| 2023 | 377 | $31.1M | $980,344 | $2.6M |
| 2022 | 353 | $28.8M | $1.3M | $3.2M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $107,616 | — | $107,616 |
| RESOURCES INVESTMENT ADVISORS | INVESTMENT ADVISORY | — | $28,285 | $28,285 |
| PLANTE & MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RESOURCES INVESTMENT ADVISORS — INVESTMENT ADVISORY
- PLANTE & MORAN, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $135,901
- Estimated Expense Ratio: 0.382% of plan assets
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 | $107,616 | — | $107,616 | — | — |
| 2023 | $94,947 | — | $94,947 | — | — |
| 2022 | $98,899 | — | $98,899 | — | — |