Plan Snapshot
- Plan Sponsor: Frankenmuth Insurance Company
- Sponsor EIN: 350555290
- Sponsor Address: ONE MUTUAL AVENUE, FRANKENMUTH, MI, 487871000
- Plan Type: 401(k)
- Total Participants: 853
- Total Assets: $211.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 853 | $211.3M | $3.9M | $7.3M |
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 |
|---|---|---|---|---|
| EMPOWER ANJUITY INSURANCE COMPANY | RECORDKEEPER | $240,172 | — | $240,172 |
| REHMANN ROBSON LLC | Auditor | $181,557 | — | $181,557 |
| STIFEL NICOLAUS & CO INC | NONE | $130,000 | — | $130,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STIFEL NICOLAUS & CO INC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $551,729
- Estimated Expense Ratio: 0.261% 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 |
|---|---|---|---|---|---|
| 2023 | $183,507 | — | $1,950 | $181,557 | — |