Plan Snapshot
- Plan Sponsor: Perrin Souvenir Distributors INC.
- Sponsor EIN: 383243614
- Sponsor Address: 5320 RUSCHE DRIVE NW, COMSTOCK PARK, MI, 49321
- Plan Type: 401(k)
- Total Participants: 243
- Total Assets: $21.8M
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 | 243 | $21.8M | $331,232 | $550,783 |
| 2023 | 301 | $25.0M | $331,576 | $571,996 |
| 2022 | 314 | $28.9M | $279,129 | $534,711 |
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 |
|---|---|---|---|---|
| HUNGERFORD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HUNGERFORD — 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 | $71,528 | $23,807 | $47,444 | — | — |
| 2023 | $64,972 | $38,661 | $25,458 | — | — |
| 2022 | $45,245 | $1,400 | $43,845 | — | — |