Plan Snapshot
- Plan Sponsor: Harley Ellis Devereaux Corporation
- Sponsor EIN: 382645558
- Sponsor Address: 123 WEST FIFITH STREET, ROYAL OAK, MI, 48067
- Plan Type: 401(k)
- Total Participants: 414
- Total Assets: $103.5M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 414 | $103.5M | $1.1M | $5.2M |
| 2023 | 369 | $91.6M | $1.0M | $5.1M |
| 2022 | 409 | $77.5M | $976,366 | $5.0M |
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 |
|---|---|---|---|---|
| PLANTE MORAN | 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 | $16,507 | $16,507 | — | — | — |
| 2023 | $16,201 | $16,201 | — | — | — |
| 2022 | $15,591 | $16,157 | — | — | — |