Plan Snapshot
- Plan Sponsor: Arcturus Healthcare PLC
- Sponsor EIN: 462854201
- Sponsor Address: 4600 INVESTMENT DR., TROY, MI, 48098
- Plan Type: 401(k)
- Total Participants: 291
- Total Assets: $61.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 291 | $61.0M | $1.9M | $1.6M |
| 2023 | 243 | $53.0M | $1.7M | $1.6M |
| 2022 | 244 | $43.7M | $1.7M | $1.5M |
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 |
|---|---|---|---|---|
| REHMANN FINANCIAL | ADVISOR | $52,306 | — | $52,306 |
| FENNER MELSTROM & DOOLING PLC (FMD | ACCOUNTANT/AUDITOR | $11,500 | — | $11,500 |
| REHMANN ROBSON LLC | ACCOUNTANT/AUDITOR | $11,315 | — | $11,315 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $11,235 | — | $11,235 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $8,583 | — | $8,583 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FENNER MELSTROM & DOOLING PLC (FMD — ACCOUNTANT/AUDITOR
- STRATEGIC ADVISORS, INC. — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $94,939
- Estimated Expense Ratio: 0.156% 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 | $76,715 | $63,541 | — | $22,815 | — |
| 2023 | $82,997 | $62,710 | $300 | $10,000 | — |
| 2022 | $90,204 | $11,296 | — | — | — |