Plan Snapshot
- Plan Sponsor: Thelen, INC.
- Sponsor EIN: 381737354
- Sponsor Address: 4191 N EUCLID AVE, BAY CITY, MI, 48706
- Plan Type: 401(k)
- Total Participants: 138
- Total Assets: $10.6M
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 | 138 | $10.6M | $169,644 | $523,575 |
| 2023 | 126 | $9.0M | $167,502 | $457,966 |
| 2022 | 105 | $7.7M | $147,033 | $375,714 |
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 AND KNIGHT CPA | Auditor | — | — | $0 |
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 | $39,907 | $23,955 | — | — | — |
| 2023 | $24,692 | — | — | — | — |
| 2022 | $3,817 | — | $3,817 | — | — |