Plan Snapshot
- Plan Sponsor: Fishbeck, Thompson, Carr & Huber, PC
- Sponsor EIN: 381841857
- Sponsor Address: 1515 ARBORETUM DR SE, GRAND RAPIDS, MI, 495460000
- Plan Type: DC
- Total Participants: 670
- Total Assets: $117.7M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 670 | $117.7M | $3.0M | $6.9M |
| 2023 | 623 | $98.4M | $3.2M | $5.9M |
| 2022 | 542 | $78.6M | $2.8M | $4.7M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | -$54,112 | $58,759 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | -$3,340 | $11,822 | — | — | — |