Plan Snapshot
- Plan Sponsor: J.D. Power
- Sponsor EIN: 952572471
- Sponsor Address: 320 E. BIG BEAVER ROAD SUITE 500, TROY, MI, 48083
- Plan Type: 401(k)
- Total Participants: 886
- Total Assets: $240.1M
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 | 886 | $240.1M | $3.3M | $11.3M |
| 2023 | 888 | $206.6M | $3.4M | $11.0M |
| 2022 | 872 | $173.0M | $3.0M | $9.7M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | Recordkeeper | $84,879 | — | $84,879 |
| VANGUARD ADVISERS INC. | Recordkeeper | $59,874 | — | $59,874 |
| SAGEVIEW ADVISORY GROUP, LLC | Investment Advisor | $56,000 | — | $56,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — Recordkeeper
- VANGUARD ADVISERS INC. — Recordkeeper
- SAGEVIEW ADVISORY GROUP, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $200,753
- Estimated Expense Ratio: 0.084% 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 | $198,303 | — | — | — | — |
| 2023 | $177,315 | — | — | — | — |
| 2022 | $188,705 | — | — | — | — |