Plan Snapshot
- Plan Sponsor: Loeks Theatres, INC.
- Sponsor EIN: 381559568
- Sponsor Address: 2121 CELEBRATION DR., NE, GRAND RAPIDS, MI, 49525
- Plan Type: 401(k)
- Total Participants: 238
- Total Assets: $13.1M
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 | 238 | $13.1M | $75,128 | $506,955 |
| 2023 | 206 | $11.3M | $48,686 | $415,435 |
| 2022 | 183 | $10.1M | $39,156 | $370,129 |
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 |
|---|---|---|---|---|
| DOEREN MAYHEW ASSURANCE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DOEREN MAYHEW ASSURANCE — 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 | $51,628 | — | $51,628 | — | — |
| 2023 | $49,289 | — | $49,289 | — | — |
| 2022 | $55,059 | — | $55,059 | — | — |