Plan Snapshot
- Plan Sponsor: Jacobsen/Daniels Associates
- Sponsor EIN: 010556836
- Sponsor Address: 121 PEARL STREET, YPSILANTI, MI, 48197
- Plan Type: 401(k)
- Total Participants: 200
- Total Assets: $13.9M
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 | 200 | $13.9M | $474,090 | $952,716 |
| 2023 | 149 | $11.3M | $553,055 | $833,049 |
| 2022 | 108 | $8.7M | $308,776 | $570,984 |
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 |
|---|---|---|---|---|
| MICHIGAN BENE | THIRD PARTY ADMINISTRATOR | — | $5,885 | $5,885 |
| GRANT, MILLIMAN & JOHNSON, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT, MILLIMAN & JOHNSON, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,885
- Estimated Expense Ratio: 0.042% 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 | $8,689 | — | $8,689 | — | — |
| 2023 | $7,910 | — | — | — | — |
| 2022 | $6,827 | — | — | — | — |