# Thelen, INC. 401(k) Plan
Source: https://planprovider.pro/companies/thelen-inc-401k-plan-001-7354

> Thelen, INC.'s 401(k) plan: 138 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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