Plan Snapshot
- Plan Sponsor: Flat River Group
- Sponsor EIN: 451652604
- Sponsor Address: 306 REED STREET, BELDING, MI, 48809
- Plan Type: 401(k)
- Total Participants: 169
- Total Assets: $5.1M
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 | 169 | $5.1M | $382,312 | $736,394 |
| 2023 | 167 | $3.3M | $362,937 | $749,017 |
| 2022 | 170 | $2.0M | $352,332 | $711,306 |
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 |
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 | $20,337 | $20,337 | — | — | — |
| 2023 | $11,868 | $11,868 | — | — | — |
| 2022 | $7,128 | $7,128 | — | — | — |