# Board Of Trustees Detroit Bakers Local 326 Health & Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-detroit-bakers-local-326-health-welfare-fund-386114034-501

> Board Of Trustees Detroit Bakers Local 326 Health & Welfare Fund's Health & Welfare plan: 69 participants, plan year 2024 financials, providers, and benchmar…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Detroit Bakers Local 326 Health & Welfare Fund

- **Sponsor EIN:** 386114034

- **Sponsor Address:** 10501 ALLEN RD., 206, ALLEN PARK, MI, 48101

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 69

- **Total Assets:** $2.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|69|$2.7M|$1.1M|$0|

| 2023|53|$2.6M|$852,014|$0|

| 2022|51|$2.5M|$900,497|$0|

## 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|

| CLAUDIA NORMAN|Other Service Provider|$81,506|—|$81,506|

| LARRY BIALOBRZESKI|Other Service Provider|$21,510|—|$21,510|

| MORGAN STANLEY|Investment Advisor|$18,604|—|$18,604|

| BENDA GRACE STULZ & CO PC|Other Service Provider|$12,350|—|$12,350|

| BAKERS & CONFECTIONARY WORKERS 326|Other Service Provider|$7,200|—|$7,200|

| WATKINS PAWLICK CALATI & PRIFTI PC|Other Service Provider|$5,155|—|$5,155|

### Verified Provider Profiles

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

- [MORGAN STANLEY](https://planprovider.pro/provider/morgan-stanley) — Investment Advisor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $146,325

- **Estimated Expense Ratio:** 5.502% 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|$189,665|$18,604|—|$12,350|—|

| 2023|$187,870|$17,595|—|$12,000|—|

| 2022|$174,571|$17,611|—|—|$16,345|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-detroit-bakers-local-326-health-welfare-fund-386114034-501)

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