Plan Snapshot
- Plan Sponsor: Kalkaska Screw Products, INC.
- Sponsor EIN: 251780487
- Sponsor Address: 775 RABOURN ROAD, KALKASKA, MI, 49646
- Plan Type: 401(k)
- Total Participants: 51
- Total Assets: $7.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 51 | $7.1M | $582,339 | $128,918 |
| 2023 | 56 | $6.7M | $412,388 | $123,991 |
| 2022 | 58 | $6.9M | $524,049 | $114,886 |
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 |
|---|---|---|---|---|
| REHMANN ROBSON LLC | 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 | $224 | — | — | — | — |
| 2023 | $300 | — | — | — | — |
| 2022 | $200 | — | — | — | — |