# Vandyk Mortgage Corporation 401(k) Plan
Source: https://planprovider.pro/companies/vandyk-mortgage-corporation-401k-plan

> Vandyk Mortgage Corporation's 401(k) plan: 251 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Vandyk Mortgage Corporation

- **Sponsor EIN:** 382749215

- **Sponsor Address:** 2449 CAMELOT CT SE, GRAND RAPIDS, MI, 495466001

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

- **Total Participants:** 251

- **Total Assets:** $18.3M

## 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|251|$18.3M|$142,169|$1.3M|

| 2023|276|$17.3M|$129,390|$1.7M|

| 2022|379|$14.6M|$308,619|$2.5M|

## 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|$20,653|—|$20,653|

| ROCKEFELLER FINANCIAL|INVESTMENT ADVISORY|$17,597|$21|$17,618|

| MONROE,SWEERIS & TROMP P|ACCOUNTANT|$7,300|—|$7,300|

### Verified Provider Profiles

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

- [MONROE,SWEERIS & TROMP P](https://planprovider.pro/provider/monroe-sweeris-and-tromp-plc) — ACCOUNTANT

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $45,571

- **Estimated Expense Ratio:** 0.249% 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|$56,280|$17,597|$31,383|$7,300|—|

| 2023|$94,750|—|—|—|—|

| 2022|$87,915|—|—|—|—|

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