Plan Snapshot
- Plan Sponsor: Mid-States Bolt & Screw, LLC
- Sponsor EIN: 382095876
- Sponsor Address: 4126 SOMERS DRIVE, BURTON, MI, 48529
- Plan Type: 401(k)
- Total Participants: 274
- Total Assets: $20.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 274 | $20.8M | $329,222 | $1.1M |
| 2023 | 89 | $18.0M | $242,892 | $931,115 |
| 2022 | 85 | $16.1M | $200,932 | $759,392 |
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 |
|---|---|---|---|---|
| CAPTRUST INVESTMENT ADVISORS | Investment Advisor | $73,582 | — | $73,582 |
| MILLIMAN, INC. | Recordkeeper | $42,559 | — | $42,559 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $116,141
- Estimated Expense Ratio: 0.559% 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 | $118,189 | $72,822 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |