Plan Snapshot
- Plan Sponsor: Same Day Delivery, INC.
- Sponsor EIN: 382572989
- Sponsor Address: 3378 THREE MILE ROAD NW, GRAND RAPIDS, MI, 49534
- Plan Type: 401(k)
- Total Participants: 91
- Total Assets: $2.4M
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 | 91 | $2.4M | $45,383 | $266,104 |
| 2023 | 103 | $2.0M | $74,965 | $274,859 |
| 2022 | 113 | $1.6M | $76,951 | $307,016 |
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 |
|---|---|---|---|---|
| DK WEISS, HOLT & ASSOCIATES, PLLC | Auditor | $9,506 | — | $9,506 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,506
- Estimated Expense Ratio: 0.395% 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 | $31,239 | $8,595 | $13,138 | $9,506 | — |
| 2023 | $33,078 | $8,700 | $24,378 | — | — |
| 2022 | $27,000 | — | $18,750 | — | $8,250 |