Plan Snapshot
- Plan Sponsor: Fritz Enterprises, INC.
- Sponsor EIN: 381960773
- Sponsor Address: 1650 W. JEFFERSON, TRENTON, MI, 48183
- Plan Type: DB
- Total Participants: 44
- Total Assets: $23.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 44 | $23.3M | $652,058 | $0 |
| 2023 | 47 | $22.9M | $630,307 | $0 |
| 2022 | 49 | $21.2M | $399,591 | $0 |
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 |
|---|---|---|---|---|
| BAKER TILLY, US LLP | Auditor | $9,630 | — | $9,630 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY, US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,630
- Estimated Expense Ratio: 0.041% 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 | $308,321 | $33,852 | — | $9,630 | — |
| 2023 | $306,656 | $32,195 | — | $9,350 | — |
| 2022 | $296,783 | $69,552 | — | — | — |