Plan Snapshot
- Plan Sponsor: Rehmann LLC
- Sponsor EIN: 383567911
- Sponsor Address: 5800 GRATIOT RD, SAGINAW, MI, 48638
- Plan Type: 401(k)
- Total Participants: 1,009
- Total Assets: $217.2M
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 | 1,009 | $217.2M | $2.3M | $12.4M |
| 2023 | 967 | $185.3M | $2.3M | $11.4M |
| 2022 | 941 | $152.1M | $1.9M | $9.5M |
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 |
|---|---|---|---|---|
| NATIONWIDE | INV PLATFORM RECORDKEEPE | $120,784 | — | $120,784 |
| APRIO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — INV PLATFORM RECORDKEEPE
- APRIO LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $120,784
- Estimated Expense Ratio: 0.056% 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 | $121,284 | — | $120,784 | — | — |
| 2023 | $136,122 | — | $132,372 | — | — |
| 2022 | $153,646 | — | $153,646 | — | — |