Plan Snapshot
- Plan Sponsor: R & E Automated Systems, LLC
- Sponsor EIN: 352270088
- Sponsor Address: 70701 POWELL ROAD, BRUCE TOWNSHIP, MI, 48065
- Plan Type: 401(k)
- Total Participants: 534
- Total Assets: $25.4M
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 | 534 | $25.4M | $308,991 | $2.1M |
| 2023 | 529 | $21.3M | $404,420 | $2.1M |
| 2022 | 556 | $17.2M | $415,560 | $2.0M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $47,761 | — | $47,761 |
| GALLAGHER BENEFIT SERVICES INC DBA | INVESTMENT ADVISOR | $20,904 | — | $20,904 |
| NORTHWESTERN MUTUAL INVESTMENT SVCS | BROKER/ADVISER | — | $20,829 | $20,829 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $18,929 | — | $18,929 |
| ENVESTNET RETIREMENT SOLUTIONS, LLC | OTHER | $8,650 | — | $8,650 |
| FENNER, MELSTROM & DOOLING, PLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FENNER, MELSTROM & DOOLING, PLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $117,073
- Estimated Expense Ratio: 0.462% 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 | $117,073 | $60,662 | — | — | — |
| 2023 | $96,788 | $57,107 | — | — | — |
| 2022 | $92,406 | $52,343 | $40,063 | — | — |