Plan Snapshot
- Plan Sponsor: Zausmer, P.C.
- Sponsor EIN: 382377387
- Sponsor Address: 32255 NORTHWESTERN HIGHWAY, FARMINGTON HILLS, MI, 48334
- Plan Type: 401(k)
- Total Participants: 166
- Total Assets: $17.2M
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 | 166 | $17.2M | $125,118 | $1.3M |
| 2023 | 169 | $13.9M | $125,148 | $1.3M |
| 2022 | 175 | $10.4M | $111,061 | $1.2M |
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 |
|---|---|---|---|---|
| DERDERIAN, KANN, SEYFERTH & SALUCCI | 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 | $67,716 | — | — | — | — |
| 2023 | $49,867 | — | — | $1,031 | — |
| 2022 | $61,072 | — | — | — | — |