Plan Snapshot
- Plan Sponsor: All Well-Being Services
- Sponsor EIN: 381555827
- Sponsor Address: 1423 FIELD ST, DETROIT, MI, 482142321
- Plan Type: 403(b)
- Total Participants: 42
- Total Assets: $1.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 42 | $1.8M | $6,456 | $78,607 |
| 2023 | 44 | $1.7M | $0 | $95,402 |
| 2022 | 53 | $1.4M | $0 | $115,642 |
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 |
|---|---|---|---|---|
| ALAN C YOUNG AND ASSOCIATES PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALAN C YOUNG AND ASSOCIATES PC — Auditor
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 | $1,064 | — | — | — | — |
| 2023 | $574 | — | — | — | — |
| 2022 | $343 | — | — | — | — |