Plan Snapshot
- Plan Sponsor: N.A. Mans & Sons, INC.
- Sponsor EIN: 380788330
- Sponsor Address: 3300 W JEFFERSON AVE, TRENTON, MI, 481832939
- Plan Type: 401(k)
- Total Participants: 245
- Total Assets: $28.6M
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 | 245 | $28.6M | $799,686 | $1.7M |
| 2023 | 224 | $23.4M | $722,976 | $1.5M |
| 2022 | 208 | $19.1M | $863,415 | $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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $94,268 | — | $94,268 |
| S B H U LIFE AGENCY INC | Investment Advisor | — | $28,294 | $28,294 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- S B H U LIFE AGENCY INC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $122,562
- Estimated Expense Ratio: 0.428% 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 | $94,269 | — | $94,269 | — | — |
| 2023 | $76,410 | — | $76,410 | — | — |
| 2022 | $83,490 | — | $83,490 | — | — |