Plan Snapshot
- Plan Sponsor: Smith,Haughey,Rice And Roegge, P.C.
- Sponsor EIN: 382234596
- Sponsor Address: 100 MONROE CENTER NW, GRAND RAPIDS, MI, 49503
- Plan Type: 401(k)
- Total Participants: 104
- Total Assets: $40.5M
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 | 104 | $40.5M | $224,456 | $1.2M |
| 2023 | 107 | $39.9M | $239,343 | $1.0M |
| 2022 | 116 | $35.3M | $226,497 | $1.0M |
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 |
|---|---|---|---|---|
| BAKER HOLTZ | Auditor | — | — | $0 |
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 | $106,532 | $103,912 | — | — | — |
| 2023 | $91,780 | $89,345 | — | — | — |
| 2022 | $94,179 | — | — | — | $94,179 |