Plan Snapshot
- Plan Sponsor: J. Rettenmaier Usa LP
- Sponsor EIN: 383341253
- Sponsor Address: 16369 US 131 HIGHWAY, SCHOOLCRAFT, MI, 49087
- Plan Type: 401(k)
- Total Participants: 745
- Total Assets: $74.5M
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 | 745 | $74.5M | $2.2M | $4.2M |
| 2023 | 734 | $63.6M | $2.0M | $3.9M |
| 2022 | 804 | $53.2M | $1.8M | $3.7M |
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 |
|---|---|---|---|---|
| GREENLEAF TRUST | TRUSTEE | $216,171 | — | $216,171 |
| BRINK, KEY CHLUDZINSKI, PC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $216,171
- Estimated Expense Ratio: 0.290% 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 | $216,171 | $172,576 | — | — | — |
| 2023 | $180,863 | $140,387 | — | — | — |
| 2022 | $174,941 | — | — | — | $174,941 |