Plan Snapshot
- Plan Sponsor: Schupan & Sons, INC.
- Sponsor EIN: 382116904
- Sponsor Address: 2619 MILLER ROAD, KALAMAZOO, MI, 490032408
- Plan Type: 401(k)
- Total Participants: 539
- Total Assets: $40.0M
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 | 539 | $40.0M | $999,892 | $2.7M |
| 2023 | 560 | $34.8M | $961,629 | $2.7M |
| 2022 | 567 | $27.8M | $888,284 | $2.3M |
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 |
|---|---|---|---|---|
| BDO USA PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA PC — 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 | $133,158 | $98,639 | — | — | — |
| 2023 | $99,831 | $68,483 | — | — | — |
| 2022 | $65,238 | — | — | — | $65,238 |