# Board Of Trustees Of The Uw Of A Deferred Compensation Plan 401(k) Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-the-uw-of-a-deferred-compensation-plan-401k-plan

> Board Of Trustees Of The Uw Of A Deferred Compensation Plan's 401(k) plan: 565 participants, plan year 2024 financials, providers, and benchmarks from Form 5…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/calibre-cpa-group-pllc) — NONE

- [LINCOLN NATIONAL CORPORATION](https://planprovider.pro/provider/lincoln-financial-group) — 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|

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