Plan Snapshot
- Plan Sponsor: Streetcar Orv LLC
- Sponsor EIN: 205328810
- Sponsor Address: 51960 W 12 MILE RD, WIXOM, MI, 483933107
- Plan Type: 401(k)
- Total Participants: 129
- Total Assets: $8.9M
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 | 129 | $8.9M | $501,758 | $703,622 |
| 2023 | 132 | $6.9M | $242,308 | $543,781 |
| 2022 | 116 | $5.2M | $201,935 | $468,573 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $25,066 | — | $25,066 |
| CAMBRIDGE INVESTMENT RESEARCH INC | Investment Advisor | — | $15,203 | $15,203 |
| BARCLAY PLANNING GROUP, LLC | Other Service Provider | $10,744 | — | $10,744 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $51,013
- Estimated Expense Ratio: 0.572% 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 | $43,342 | — | $43,342 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |