Plan Snapshot
- Plan Sponsor: Tall Brown Dog, LLC
- Sponsor EIN: 383576985
- Sponsor Address: 1350 SCRIBNER AVE NW, GRAND RAPIDS, MI, 49504
- Plan Type: 401(k)
- Total Participants: 126
- Total Assets: $1.8M
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 | 126 | $1.8M | $42,635 | $298,407 |
| 2023 | 132 | $1.6M | $61,354 | $353,916 |
| 2022 | 132 | $1.2M | $65,923 | $406,062 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $12,263 | — | $12,263 |
| CALDER INVESTMENT ADVISORS | Investment Advisor | $5,057 | — | $5,057 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,320
- Estimated Expense Ratio: 0.939% 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 | $17,320 | $5,057 | — | — | — |
| 2023 | $3,390 | — | — | — | — |
| 2022 | $2,803 | — | — | — | $2,802 |