Plan Snapshot
- Plan Sponsor: Arbor Research Collaborative For Health
- Sponsor EIN: 383289521
- Sponsor Address: 3989 RESEARCH PARK DRIVE, ANN ARBOR, MI, 48108
- Plan Type: 401(k)
- Total Participants: 104
- Total Assets: $33.8M
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 | 104 | $33.8M | $1.2M | $768,987 |
| 2023 | 111 | $30.3M | $1.2M | $737,875 |
| 2022 | 110 | $25.2M | $1.1M | $795,963 |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNUI | Other Service Provider | $29,615 | $3 | $29,618 |
| THE ANGELL PENSION GROUP | Recordkeeper | $11,742 | — | $11,742 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $41,360
- Estimated Expense Ratio: 0.122% of plan assets
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 | $42,583 | $12,968 | $29,115 | — | — |
| 2023 | $26,804 | — | $26,804 | — | — |
| 2022 | $25,209 | $25,209 | — | — | — |