Plan Snapshot
- Plan Sponsor: Haviland Enterprises, INC.
- Sponsor EIN: 381273016
- Sponsor Address: 421 ANN ST NW, GRAND RAPIDS, MI, 495042019
- Plan Type: 401(k)
- Total Participants: 272
- Total Assets: $119.1M
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 | 272 | $119.1M | $1.2M | $1.6M |
| 2023 | 265 | $104.6M | $1.1M | $1.5M |
| 2022 | 289 | $89.7M | $1.1M | $1.5M |
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 | CONTRACT ADMINISTRATOR | $49,364 | — | $49,364 |
| RPA FINANCIAL, LLC | INVESTMENT ADVISORY | $37,207 | $17 | $37,224 |
| 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: $86,588
- Estimated Expense Ratio: 0.073% 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 | $86,571 | $37,207 | $49,364 | — | — |
| 2023 | $78,530 | $30,770 | $47,760 | — | — |
| 2022 | $76,563 | $30,183 | $46,380 | — | — |