Plan Ledger DOL Form 5500 · updated monthly

Indian Summer Co-Op, Inc.401(k)

INDIAN SUMMER CO-OP, INC. 401K PROFIT SHARING PLAN & TRUST · LUDINGTON, MI · plan year 2024

Reported admin expense ratio · 2024
0.08%

Indian Summer Co-Op, Inc. reported $2,627 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.01% to 0.08%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Michigan (2,200th of 2,619), and 12,065th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$3,397,358
Participants with balances225
Active participants487
Employer contributions—
Employee contributions$201,981
Employer contribution per active participant—
Average account balance$15,099
Benefits paid to participants$320,149
Plan auditUnmodified (clean) audit opinion
AuditorBRICKLEY DELONG, PC
Plan history3
Yearassets · accounts · employer contribution
2024$3.4M · 225 accts
2023$3.2M · 229 accts · $338K emplr
2022$2.8M · 91 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,627
Total administrative$2,627
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$2,627 · 0.08%
2023$1,550 · 0.05%
2022$400 · 0.01%
Same employer
Similar plansManufacturing · Michigan
Lawrence Plastics, LLC MI$3.6M · 0.08%
Comfortresearch, L.L.C. MI$3.5M · 0.34%
Cie Newcor MI$3.4M · 0.04%
Aci Plastics, Inc. MI$3.4M · 0.56%

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Source: U.S. Department of Labor, Form 5500 series, EIN 382010989 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.