Plan Snapshot
- Plan Sponsor: Pollard (U.S.) Ltd
- Sponsor EIN: 222333711
- Sponsor Address: 775 JAMES L HART PARKWAY, YPSILANTI, MI, 48197
- Plan Type: 401(k)
- Total Participants: 177
- Total Assets: $2.5M
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 | 177 | $2.5M | $34,826 | $211,757 |
| 2023 | 170 | $2.1M | $32,798 | $192,053 |
| 2022 | 162 | $1.7M | $25,479 | $157,141 |
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 |
|---|---|---|---|---|
| FRANKEL, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FRANKEL, LLC — 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 | $95,274 | — | $11,892 | — | — |
| 2023 | $124,313 | — | $9,598 | — | — |
| 2022 | $5,896 | $1,796 | — | — | — |