# Bronson Healthcare Group, INC. 403(b) Plan
Source: https://planprovider.pro/companies/bronson-healthcare-group-inc-403b-plan

> Bronson Healthcare Group, INC.'s 403(b) plan: 9,693 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bronson Healthcare Group, INC.

- **Sponsor EIN:** 382418383

- **Sponsor Address:** 601 JOHN ST, KALAMAZOO, MI, 49007

- **Plan Type:** 403(b)

- **Total Participants:** 9,693

- **Total Assets:** $1.2B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

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

## Plan Financials by Year

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

| 2024|9,693|$1.2B|$33.9M|$50.5M|

| 2023|8,795|$1.0B|$31.5M|$47.7M|

| 2022|8,357|$841.4M|$30.2M|$47.1M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$664,146|—|$664,146|

| STRATEGIC ADVISORS, INC.|ADVISOR|$173,620|—|$173,620|

| CAPFINANCIAL PARTNERS, LLC|PLAN SPONSOR|$98,373|—|$98,373|

| PLANTE MORAN|PLAN ADMINISTRATOR|$26,100|—|$26,100|

| PLANTE & MORAN|Auditor|$26,100|—|$26,100|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [PLANTE MORAN](https://planprovider.pro/provider/plante-and-moran-pllc) — PLAN ADMINISTRATOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $988,339

- **Estimated Expense Ratio:** 0.084% 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|$960,386|$218,909|$4,200|$26,100|—|

| 2023|$1,069,125|$178,510|$5,100|$23,800|—|

| 2022|$7,731|$81,244|—|—|—|

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