Plan Snapshot
- Plan Sponsor: Quality Spring/Togo
- Sponsor EIN: 382813160
- Sponsor Address: 355 JAY ST, COLDWATER, MI, 490362176
- Plan Type: DB
- Total Participants: 0
- Total Assets: $5.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $5.4M | $551,388 | $0 |
| 2023 | 0 | $5.0M | $193,114 | $0 |
| 2022 | 27 | $4.7M | $0 | $0 |
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 |
|---|---|---|---|---|
| WRUBEL, WESLEY & COMPANY | Auditor | $12,000 | — | $12,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,000
- Estimated Expense Ratio: 0.223% 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 | $136,877 | $32,450 | — | $12,000 | — |
| 2023 | $154,659 | $30,079 | — | $12,000 | — |
| 2022 | $150,461 | $33,701 | $1,500 | — | $24,171 |