Plan Snapshot
- Plan Sponsor: Sundance, INC.
- Sponsor EIN: 383284710
- Sponsor Address: 7915 KENSINGTON COURT, BRIGHTON, MI, 48116
- Plan Type: 401(k)
- Total Participants: 2,020
- Total Assets: $7.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,020 | $7.2M | $461,232 | $875,410 |
| 2023 | 1,887 | $5.2M | $417,791 | $788,330 |
| 2022 | 1,711 | $3.6M | $395,475 | $745,331 |
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 |
|---|---|---|---|---|
| FENNER, MELSTROM & DOOLING PLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FENNER, MELSTROM & DOOLING PLC — Auditor
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 | $38,849 | $27,392 | — | — | — |
| 2023 | $61,885 | $20,196 | $6,429 | — | — |
| 2022 | $28,314 | $16,528 | — | — | $11,786 |