# Arbor Research Collaborative For Health DC Plan
Source: https://planprovider.pro/companies/arbor-research-collaborative-for-health-plan-001

> Arbor Research Collaborative For Health's DC plan: 104 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Arbor Research Collaborative For Health

- **Sponsor EIN:** 383289521

- **Sponsor Address:** 3989 RESEARCH PARK DRIVE, ANN ARBOR, MI, 48108

- **Plan Type:** DC

- **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|SERVICE PROVIDER|$29,615|$3|$29,618|

| THE ANGELL PENSION GROUP|THIRD PARTY ADMINISTRATO|$11,742|—|$11,742|

| YEO & YEO, PC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [YEO & YEO, PC](https://planprovider.pro/provider/yeo-and-yeo-pc) — Auditor

## 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|—|—|—|

## Similar Plans

- [Van Andel Research Institute](https://planprovider.pro/companies/van-andel-research-institute-401k-plan) — 506 participants

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