# Serve Electric LLC 401(k) Plan
Source: https://planprovider.pro/companies/serve-electric-llc-401k-plan

> Serve Electric LLC's 401(k) plan: 196 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Serve Electric LLC

- **Sponsor EIN:** 831897614

- **Sponsor Address:** 34000 MOUND ROAD, STERLING HTS, MI, 483106609

- **Plan Type:** 401(k)

- **Total Participants:** 196

- **Total Assets:** $5.2M

## 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|196|$5.2M|$170,294|$1.2M|

| 2023|187|$3.6M|$140,951|$877,677|

| 2022|128|$2.2M|$83,912|$577,174|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$21,969|—|$21,969|

| INTEGRATED INVESTMENT CONSULTANTS,|INVESTMENT ADVISORY|—|$5,014|$5,014|

| GORDON ADVISORS P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GORDON ADVISORS P.C.](https://planprovider.pro/provider/gordon-advisors-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $26,983

- **Estimated Expense Ratio:** 0.517% 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|$32,914|—|$32,914|—|—|

| 2023|$31,484|$4,029|$27,455|—|—|

| 2022|$32,604|—|$32,604|—|—|

## Similar Plans

- [Feyen Zylstra L.L.C.](https://planprovider.pro/companies/feyen-zylstra-l-l-c-401k-plan) — 441 participants

- [Buist Electric Company, INC.](https://planprovider.pro/companies/buist-electric-inc-plan-002) — 450 participants

- [Buist Electric, INC.](https://planprovider.pro/companies/buist-electric-company-inc-401k-plan) — 473 participants

- [Lee Contracting, INC.](https://planprovider.pro/companies/lee-contracting-inc-401k-plan-003) — 527 participants

- [Byrne Electrical Specialists, INC.](https://planprovider.pro/companies/byrne-electrical-specialists-inc-401k-plan) — 551 participants

- [Lee Contracting, INC.](https://planprovider.pro/companies/lee-contracting-inc-401k-plan-002) — 552 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/serve-electric-llc-401k-plan)

© 2026 PlanProvider.Pro