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)
- 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. |
|---|---|---|---|---|
| 2025 | 200 | $9.7M | $0 | $0 |
| 2024 | 214 | $9.1M | $0 | $0 |
| 2023 | 276 | $7.6M | $0 | $0 |
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 |
|---|---|---|---|---|
| JANZ & KNIGHT, PLC | Auditor | $14,800 | — | $14,800 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,800
- Estimated Expense Ratio: 0.152% 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 |
|---|---|---|---|---|---|
| 2025 | $74,657 | $42,506 | — | $14,800 | — |
| 2024 | $67,525 | $38,710 | — | $13,800 | — |
| 2023 | $65,530 | $37,354 | $15,876 | — | $12,300 |