Plan Snapshot
- Plan Sponsor: Kunz Leigh, & Associates
- Sponsor EIN: 383051652
- Sponsor Address: P.O. BOX 760187, LATHRUP VILLAGE, MI, 480760187
- Plan Type: 401(k)
- Total Participants: 165
- Total Assets: $19.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 165 | $19.8M | $865,009 | $1.7M |
| 2023 | 146 | $15.7M | $773,016 | $1.5M |
| 2022 | 150 | $11.7M | $650,687 | $1.4M |
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 |
|---|---|---|---|---|
| PLANTE & MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — Auditor
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 | $64,037 | $48,530 | — | — | — |
| 2023 | $54,901 | $31,359 | — | — | — |
| 2022 | $47,499 | $47,499 | — | — | — |