Plan Snapshot
- Plan Sponsor: Inteva Products, LLC
- Sponsor EIN: 261226551
- Sponsor Address: 1401 CROOKS ROAD, TROY, MI, 48084
- Plan Type: 401(k)
- Total Participants: 77
- Total Assets: $2.7M
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 | 77 | $2.7M | $88,747 | $80,548 |
| 2023 | 99 | $2.5M | $89,457 | $75,410 |
| 2022 | 85 | $2.2M | $64,007 | $47,184 |
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 |
|---|---|---|---|---|
| CROWE LLP | 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 | $29,784 | $2,034 | $27,750 | — | — |
| 2023 | $21,026 | $1,695 | $19,137 | — | — |
| 2022 | $15,100 | — | $13,024 | — | — |