Plan Snapshot
- Plan Sponsor: Honeytree, INC.
- Sponsor EIN: 382950646
- Sponsor Address: 8570 M 50, ONSTED, MI, 492659612
- Plan Type: 401(k)
- Total Participants: 71
- Total Assets: $2.8M
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 | 71 | $2.8M | $93,462 | $203,397 |
| 2023 | 68 | $2.6M | $81,179 | $166,400 |
| 2022 | 135 | $1.9M | $66,597 | $135,538 |
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 |
|---|---|---|---|---|
| MANER COSTERISAN, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MANER COSTERISAN, PC — 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 | $9,155 | $2,526 | $6,186 | — | — |
| 2023 | $7,508 | $1,901 | $982 | — | — |
| 2022 | — | — | — | — | — |