Plan Snapshot
- Plan Sponsor: Towerpinkster
- Sponsor EIN: 381430271
- Sponsor Address: 242 EAST KALAMAZOO AVENUE, STE 200, KALAMAZOO, MI, 490075828
- Plan Type: 401(k)
- Total Participants: 217
- Total Assets: $46.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 217 | $46.6M | $3.4M | $2.1M |
| 2023 | 196 | $38.0M | $1.9M | $2.0M |
| 2022 | 177 | $29.8M | $1.8M | $1.7M |
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 |
|---|---|---|---|---|
| PLANTE MORAN PLLC | 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 | $142,977 | $140,574 | — | — | — |
| 2023 | $111,268 | $109,049 | — | — | — |
| 2022 | $125,492 | — | $125,492 | — | — |