Plan Snapshot
- Plan Sponsor: Szott M-59 Chrysler-Jeep, INC.
- Sponsor EIN: 382050033
- Sponsor Address: 6700 HIGHLAND ROAD, WHITE LAKE, MI, 48383
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 200
- Total Assets: $9.7M
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 | 200 | $9.7M | $115,116 | $795,321 |
| 2023 | 214 | $9.1M | $105,434 | $745,299 |
| 2022 | 276 | $7.6M | $95,966 | $671,279 |
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 |
|---|---|---|---|---|
| CAPTRUST INVESTMENT ADVISORS | Investment Advisor | $42,506 | — | $42,506 |
| MILLIMAN, INC. | Recordkeeper | $18,526 | — | $18,526 |
| JANZ AND KNIGHT, PLC | Auditor | $14,800 | — | $14,800 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $75,832
- Estimated Expense Ratio: 0.779% 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 | $74,657 | $42,506 | — | $14,800 | — |
| 2023 | $67,525 | $38,710 | — | $13,800 | — |
| 2022 | $65,530 | $37,354 | $15,876 | — | $12,300 |