Plan Snapshot
- Plan Sponsor: Lodgco Management, LLC
- Sponsor EIN: 383363964
- Sponsor Address: PO BOX 524, MT PLEASANT, MI, 48804
- Plan Type: 401(k)
- Total Participants: 405
- Total Assets: $3.7M
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 | 405 | $3.7M | $208,912 | $368,728 |
| 2023 | 361 | $3.0M | $225,729 | $397,540 |
| 2022 | 387 | $2.5M | $184,460 | $315,300 |
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 | $6,779 | — | — | — | — |
| 2023 | $4,010 | — | — | — | — |
| 2022 | $3,917 | — | — | — | — |