# Van Andel Research Institute 401(k) Plan
Source: https://planprovider.pro/companies/van-andel-research-institute-401k-plan

> Van Andel Research Institute's 401(k) plan: 506 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Van Andel Research Institute

- **Sponsor EIN:** 522000823

- **Sponsor Address:** 333 BOSTWICK AVE NE, GRAND RAPIDS, MI, 49503

- **Plan Type:** 401(k)

- **Total Participants:** 506

- **Total Assets:** $115.3M

## 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|506|$115.3M|$4.7M|$3.9M|

| 2023|495|$99.0M|$4.4M|$3.8M|

| 2022|476|$79.4M|$3.9M|$3.3M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$115,774|—|$115,774|

| MIDWEST CAPITAL ADVISORS LLC|INVESTMENT ADVISOR|$51,013|—|$51,013|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$37,463|—|$37,463|

| PLANTE & MORAN PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MIDWEST CAPITAL ADVISORS LLC](https://planprovider.pro/provider/midwest-capital-advisors-llc) — INVESTMENT ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $204,250

- **Estimated Expense Ratio:** 0.177% 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|$204,250|$88,476|—|—|—|

| 2023|$166,355|$72,817|—|—|—|

| 2022|$165,241|—|$165,241|—|—|

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