Plan Snapshot
- Plan Sponsor: John A. Biewer Company, INC.
- Sponsor EIN: 382410540
- Sponsor Address: 812 S. RIVERSIDE, SAINT CLAIR, MI, 48079
- Plan Type: 401(k)
- Total Participants: 862
- Total Assets: $35.1M
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 | 862 | $35.1M | $779,535 | $3.0M |
| 2023 | 760 | $30.2M | $921,899 | $3.2M |
| 2022 | 935 | $23.9M | $973,532 | $3.1M |
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 |
|---|---|---|---|---|
| CAPTRUST INVESTMENT ADVISORS | INVESTMENT ADVISOR | $125,949 | — | $125,949 |
| MILLIMAN, INC. | NONE | $79,212 | — | $79,212 |
| CHARLES SCHWAB TRUST BANK | NONE | — | $9,037 | $9,037 |
| PLANTE AND MORAN PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN, INC. — NONE
- CHARLES SCHWAB TRUST BANK — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $214,198
- Estimated Expense Ratio: 0.610% 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 | $205,161 | $125,949 | — | — | — |
| 2023 | $184,385 | $109,619 | — | — | — |
| 2022 | $164,062 | — | — | — | $164,062 |