Plan Snapshot
- Plan Sponsor: H. Eikenhout & Sons, INC.
- Sponsor EIN: 381967099
- Sponsor Address: 308 WEALTHY STREET SW, GRAND RAPIDS, MI, 49503
- Plan Type: 401(k)
- Total Participants: 176
- Total Assets: $16.4M
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 | 176 | $16.4M | $604,934 | $1.3M |
| 2023 | 175 | $15.3M | $573,552 | $1.2M |
| 2022 | 160 | $13.1M | $509,597 | $1.0M |
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 |
|---|---|---|---|---|
| TRIAD ADVISORS INC | INVESTMENT ADVISOR | $35,559 | — | $35,559 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $13,857 | — | $13,857 |
| OSAIC WEALTH INC | INVESTMENT ADVISOR | $12,392 | — | $12,392 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $8,105 | — | $8,105 |
| MONROE, SWEERIS & TROMP PLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MONROE, SWEERIS & TROMP PLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $69,913
- Estimated Expense Ratio: 0.427% 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 | $69,913 | $56,056 | — | — | — |
| 2023 | $60,201 | $49,282 | — | — | — |
| 2022 | $61,690 | — | $61,690 | — | — |