Plan Snapshot
- Plan Sponsor: Witzenmann Usa, LLC
- Sponsor EIN: 383529538
- Sponsor Address: 1201 STEPHENSON HWY, TROY, MI, 48083
- Plan Type: 401(k)
- Total Participants: 185
- Total Assets: $14.3M
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 | 185 | $14.3M | $679,401 | $1.0M |
| 2023 | 173 | $12.2M | $647,114 | $938,426 |
| 2022 | 188 | $10.6M | $635,617 | $916,663 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $20,200 | $1,728 | — | — | — |
| 2023 | $17,182 | $1,347 | — | — | — |
| 2022 | $29,823 | — | — | — | — |