# Fleetwood Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/fleetwood-group-inc-381880634-002

> Fleetwood Group, INC.'s 401(k) plan: 115 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Fleetwood Group, INC.

- **Sponsor EIN:** 381880634

- **Sponsor Address:** 11832 JAMES STREET, HOLLAND, MI, 494247789

- **Plan Type:** 401(k)

- **Plan Number:** 002

- **Total Participants:** 115

- **Total Assets:** $8.4M

## 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|115|$8.4M|$53,513|$509,499|

| 2023|109|$7.8M|$56,052|$539,626|

| 2022|127|$6.8M|$69,802|$653,502|

## 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|Recordkeeper|$21,856|—|$21,856|

| RESOURCES INVESTMENT ADVISORS INC|Investment Advisor|—|$16,461|$16,461|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RESOURCES INVESTMENT ADVISORS INC](https://planprovider.pro/provider/epic-retirement-plan-services) — Investment Advisor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $38,317

- **Estimated Expense Ratio:** 0.458% 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|$21,857|—|$21,857|—|—|

| 2023|$32,232|—|$32,232|—|—|

| 2022|$28,888|—|$28,888|—|—|

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