# Special Tree, Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/special-tree-ltd-401k-plan

> Special Tree, Ltd.'s 401(k) plan: 774 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Special Tree, Ltd.

- **Sponsor EIN:** 382702063

- **Sponsor Address:** 39000 CHASE RD, ROMULUS, MI, 48174

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

- **Total Participants:** 774

- **Total Assets:** $20.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|774|$20.3M|$587,236|$1.7M|

| 2023|540|$17.0M|$515,904|$1.5M|

| 2022|516|$15.5M|$509,832|$1.6M|

## 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|

| PLANTE & MORAN, PLLC|Auditor|$21,500|—|$21,500|

### Verified Provider Profiles

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

- [PLANTE & MORAN, PLLC](https://planprovider.pro/provider/plante-and-moran-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $21,500

- **Estimated Expense Ratio:** 0.106% 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|$120,012|$42,039|—|$21,500|—|

| 2023|$75,049|$30,750|—|—|—|

| 2022|$99,753|—|—|—|—|

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