Plan Snapshot
- Plan Sponsor: Trescal, INC.
- Sponsor EIN: 382716012
- Sponsor Address: PO BOX 559, HARTLAND, MI, 483530559
- Plan Type: 401(k)
- Total Participants: 492
- Total Assets: $45.0M
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 | 492 | $45.0M | $902,916 | $3.3M |
| 2023 | 504 | $39.6M | $955,058 | $3.2M |
| 2022 | 521 | $33.1M | $914,509 | $2.9M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $139,786 | — | $139,786 |
| OSAIC WEALTH INC | OTHER SERVICES | — | $43,117 | $43,117 |
| MICHIGAN PLANNERS INC | OTHER SERVICES | — | $28,744 | $28,744 |
| MRPR GROUP, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- OSAIC WEALTH INC — OTHER SERVICES
- MRPR GROUP, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $211,647
- Estimated Expense Ratio: 0.470% 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 | $139,786 | — | $139,786 | — | — |
| 2023 | $120,421 | — | $120,421 | — | — |
| 2022 | $107,707 | $385 | $104,996 | — | $2,326 |