Plan Snapshot
- Plan Sponsor: Troy Design & Manufacturing Co.
- Sponsor EIN: 382362912
- Sponsor Address: 14425 SHELDON ROAD, PLYMOUTH, MI, 48170
- Plan Type: 401(k)
- Total Participants: 253
- Total Assets: $17.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 253 | $17.9M | $389,755 | $1.0M |
| 2023 | 230 | $16.1M | $248,413 | $990,904 |
| 2022 | 248 | $14.0M | $225,334 | $813,322 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $10,855 | — | $10,855 |
| RBC WEALTH MANAGEMENT | ADVISOR | $8,742 | — | $8,742 |
| MRPR GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- RBC WEALTH MANAGEMENT — ADVISOR
- MRPR GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,597
- Estimated Expense Ratio: 0.109% 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 | $19,597 | $8,742 | — | — | — |
| 2023 | $19,028 | $8,742 | — | — | — |
| 2022 | $23,774 | — | — | — | — |