Plan Snapshot
- Plan Sponsor: Wolverine Fireworks Display In
- Sponsor EIN: 382748477
- Sponsor Address: 205 W SEIDLERS RD, KAWKAWLIN, MI, 486319749
- Plan Type: 401(k)
- Total Participants: 29
- Total Assets: $637,669
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 | 29 | $637,669 | $37,134 | $65,367 |
| 2023 | 29 | $594,574 | $37,149 | $66,550 |
| 2022 | 158 | $456,465 | $88,933 | $64,422 |
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 |
|---|---|---|---|---|
| ERIN M PERDUE CPA LLC | 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 | $17,221 | $309 | $16,052 | — | — |
| 2023 | $5,567 | $260 | $5,164 | — | — |
| 2022 | $3,587 | $187 | $3,400 | — | — |