Plan Snapshot
- Plan Sponsor: Board Of Trustees Of The Uw Of A Deferred Compensation Plan
- Sponsor EIN: 061822042
- Sponsor Address: 6525 CENTURION DRIVE, LANSING, MI, 489179275
- Plan Type: 401(k)
- Total Participants: 565
- Total Assets: $100.4M
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 | 565 | $100.4M | $5.5M | $4.9M |
| 2023 | 504 | $81.2M | $4.6M | $4.4M |
| 2022 | 499 | $61.8M | $4.3M | $4.5M |
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 |
|---|---|---|---|---|
| WATKINS, PAWLICK, CALATI & PRIFITI | NONE | $32,642 | — | $32,642 |
| CALIBRE CPA GROUP PLLC | NONE | $16,500 | — | $16,500 |
| LINCOLN NATIONAL CORPORATION | NONE | $15,045 | — | $15,045 |
| TIC MIDWEST | NONE | $13,503 | — | $13,503 |
| MARQUETTE ASSOCIATES, INC | NONE | $10,000 | — | $10,000 |
| TIC INTERNATIONAL CORPORATION | NONE | $5,748 | — | $5,748 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBRE CPA GROUP PLLC — NONE
- LINCOLN NATIONAL CORPORATION — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $93,438
- Estimated Expense Ratio: 0.093% 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 | $111,008 | $10,000 | $15,045 | $16,500 | — |
| 2023 | $70,598 | $10,000 | $10,240 | $12,000 | — |
| 2022 | $62,174 | $10,000 | $10,080 | — | $30,118 |