Plan Snapshot
- Plan Sponsor: Sherriff-Goslin Company
- Sponsor EIN: 381028265
- Sponsor Address: 10 AVENUE C, BATTLE CREEK, MI, 49037
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 198
- Total Assets: $12.2M
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. |
|---|---|---|---|---|
| 2025 | 198 | $12.2M | $0 | $0 |
| 2024 | 152 | $10.2M | $125,832 | $890,213 |
| 2023 | 148 | $9.1M | $99,309 | $761,477 |
| 2022 | 143 | $7.7M | $106,583 | $691,087 |
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 |
|---|---|---|---|---|
| RPA FINANCIAL LLC | Investment Advisor | $28,361 | — | $28,361 |
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $24,408 | — | $24,408 |
| PLANTE & MORAN, PLLC | Auditor | $22,900 | — | $22,900 |
| M2B RETIREMENT CONSULTING, LLC | Recordkeeper | $6,463 | — | $6,463 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $82,132
- Estimated Expense Ratio: 0.672% 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 |
|---|---|---|---|---|---|
| 2025 | $717,377 | $83,232 | — | — | — |
| 2024 | $78,307 | $78,307 | — | — | — |
| 2023 | $88,845 | $88,845 | — | — | — |
| 2022 | $99,503 | $99,503 | — | — | — |