Plan Snapshot
- Plan Sponsor: Po Lighting Usa, INC.
- Sponsor EIN: 611683186
- Sponsor Address: 4685 INVESTMENT DRIVE, TROY, MI, 48098
- Plan Type: 401(k)
- Total Participants: 52
- Total Assets: $17.6M
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 | 52 | $17.6M | $421,597 | $843,608 |
| 2023 | 46 | $18.6M | $438,900 | $875,227 |
| 2022 | 57 | $16.2M | $502,297 | $954,715 |
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 |
|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | ADVISOR | $41,453 | — | $41,453 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $8,355 | — | $8,355 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $7,242 | — | $7,242 |
| ELLIOTT GROUP CPAS PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- ELLIOTT GROUP CPAS PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $57,050
- Estimated Expense Ratio: 0.323% 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 | $57,050 | $48,695 | — | — | — |
| 2023 | $68,549 | $56,734 | — | — | — |
| 2022 | $60,362 | $5,605 | — | — | — |