Plan Snapshot
- Plan Sponsor: Lansing Local #826 Glaziers' Retirement Trust Fund
- Sponsor EIN: 383209037
- Sponsor Address: PO BOX 189, JACKSON, MI, 49204
- Plan Type: DC
- Total Participants: 112
- Total Assets: $34.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 112 | $34.0M | $1.2M | $0 |
| 2023 | 106 | $31.7M | $1.2M | $0 |
| 2022 | 134 | $28.4M | $1.2M | $0 |
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 |
|---|---|---|---|---|
| BENDA, GRACE, STULZ & COMPANY, P.C. | Auditor | $11,800 | — | $11,800 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,800
- Estimated Expense Ratio: 0.035% 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 | $159,591 | $124,801 | — | $11,800 | — |
| 2023 | $174,248 | $18,000 | — | $22,035 | — |
| 2022 | $182,446 | $107,381 | $17,239 | — | $44,934 |