Plan Snapshot
- Plan Sponsor: Treetops Acquisition Company, LLC
- Sponsor EIN: 020632818
- Sponsor Address: 3962 WILKINSON ROAD, GAYLORD, MI, 49735
- Plan Type: 401(k)
- Total Participants: 161
- Total Assets: $847,241
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 | 161 | $847,241 | $0 | $142,127 |
| 2023 | 140 | $688,369 | $0 | $142,519 |
| 2022 | 140 | $564,944 | $0 | $125,607 |
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 |
|---|---|---|---|---|
| CENKO, VENDITTELLI, HAYNES & TOKARZ | 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 | $22,192 | — | — | — | — |
| 2023 | $18,577 | — | — | — | — |
| 2022 | $16,438 | $2,622 | — | — | — |