Plan Snapshot
- Plan Sponsor: Polack Printing,INC., A Michigan Corporation
- Sponsor EIN: 381863547
- Sponsor Address: 1050 74TH STREET, BYRON CENTER, MI, 49315
- Plan Type: 401(k)
- Total Participants: 157
- Total Assets: $19.8M
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 | 157 | $19.8M | $115,215 | $821,959 |
| 2023 | 153 | $19.3M | $110,629 | $818,047 |
| 2022 | 151 | $17.7M | $106,226 | $722,633 |
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 |
|---|---|---|---|---|
| MONROE, SWEERIS & TROMP P.L.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MONROE, SWEERIS & TROMP P.L.C. — 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 | $5,670 | — | $5,670 | — | — |
| 2023 | $5,575 | — | $5,575 | — | — |
| 2022 | $3,870 | — | $3,870 | — | — |