# Special-Lite, INC. 401(k) Plan
Source: https://planprovider.pro/companies/special-lite-inc-401k-plan

> Special-Lite, INC.'s 401(k) plan: 247 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Special-Lite, INC.

- **Sponsor EIN:** 381951068

- **Sponsor Address:** P.O. BOX 6, DECATUR, MI, 49045

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

- **Total Participants:** 247

- **Total Assets:** $42.3M

## 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|247|$42.3M|$1.4M|$1.1M|

| 2023|240|$37.6M|$1.3M|$987,406|

| 2022|237|$32.5M|$1.2M|$975,767|

## 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|

| GREENLEAF TRUST|TRUSTEE|$78,569|—|$78,569|

| KRUGGEL LAWTON & COMPANY, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [KRUGGEL LAWTON & COMPANY, LLC](https://planprovider.pro/provider/kruggel-lawton-and-company-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $78,569

- **Estimated Expense Ratio:** 0.186% 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|$78,569|$65,720|—|—|—|

| 2023|$54,222|$41,207|—|—|—|

| 2022|$59,276|—|—|—|$59,276|

## Similar Plans

- [Knoll, INC.](https://planprovider.pro/companies/knoll-inc-plan-001) — 362 participants

- [Oetiker, INC.](https://planprovider.pro/companies/oetiker-inc-401k-plan-001-3284) — 366 participants

- [L.E. Jones Company](https://planprovider.pro/companies/l-e-jones-company-401k-plan) — 379 participants

- [Northern Star Industries, INC.](https://planprovider.pro/companies/northern-star-industries-inc-401k-plan-005) — 406 participants

- [Mac Valves, INC.](https://planprovider.pro/companies/mac-valves-inc-plan-001) — 420 participants

- [Armstrong International, INC.](https://planprovider.pro/companies/armstrong-international-inc-401k-plan) — 459 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/special-lite-inc-401k-plan)

© 2026 PlanProvider.Pro