Plan Snapshot
- Plan Sponsor: Wenke Greenhouses
- Sponsor EIN: 382091567
- Sponsor Address: 2525 N. 30TH STREET, KALAMAZOO, MI, 49048
- Plan Type: 401(k)
- Total Participants: 212
- Total Assets: $10.3M
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 | 212 | $10.3M | $253,947 | $521,027 |
| 2023 | 220 | $9.1M | $227,420 | $464,512 |
| 2022 | 177 | $7.5M | $213,533 | $420,136 |
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 |
|---|---|---|---|---|
| CETERA ADVISOR NETWORKS | Other Service Provider | $17,454 | — | $17,454 |
| THE VANGUARD GROUP, INC. | Recordkeeper | $5,860 | — | $5,860 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,314
- Estimated Expense Ratio: 0.226% 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 | $23,314 | $17,454 | $5,860 | — | — |
| 2023 | $17,028 | $14,183 | $2,845 | — | — |
| 2022 | $17,316 | $13,746 | $3,570 | — | — |