Plan Snapshot
- Plan Sponsor: High Street Insurance Partners, INC.
- Sponsor EIN: 830860475
- Sponsor Address: 601 FIFTH STREET NW, SUITE 500, GRAND RAPIDS, MI, 49504
- Plan Type: 401(k)
- Total Participants: 2,168
- Total Assets: $147.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 2,168 | $147.5M | $5.9M | $11.5M |
| 2023 | 1,879 | $111.0M | $4.7M | $9.3M |
| 2022 | 1,031 | $48.4M | $2.0M | $3.9M |
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 |
|---|---|---|---|---|
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — Auditor
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 | $417,901 | — | — | — | — |
| 2023 | $219,974 | — | — | — | — |
| 2022 | $53,752 | $53,752 | — | — | — |