Plan Snapshot
- Plan Sponsor: Plunkett Cooney, P.C.
- Sponsor EIN: 381896842
- Sponsor Address: 38505 WOODWARD AVE., SUITE 100, BLOOMFIELD HILLS, MI, 48304
- Plan Type: DC
- Total Participants: 157
- Total Assets: $87.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 157 | $87.2M | $0 | $2.6M |
| 2023 | 197 | $84.5M | $717 | $2.8M |
| 2022 | 215 | $71.6M | $483,975 | $2.7M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | Recordkeeper | $115,747 | — | $115,747 |
| CBIZ INVESTMENT ADVISORY SERVI | Other Service Provider | $47,502 | — | $47,502 |
| WILLIAM BLAIR INVESTMENT MGMT | Other Service Provider | $12,047 | — | $12,047 |
| PLANNING ALTERNATIVES LTD | Other Service Provider | $6,136 | — | $6,136 |
| SHUTTLEWORTH & COMPANY | Other Service Provider | $5,887 | — | $5,887 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES INC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $187,319
- Estimated Expense Ratio: 0.215% 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 | $187,319 | $179,177 | — | — | — |
| 2023 | $186,229 | $175,748 | — | — | — |
| 2022 | $180,103 | $52,750 | — | — | — |