Plan Snapshot
- Plan Sponsor: Bronson Healthcare Group, INC.
- Sponsor EIN: 382418383
- Sponsor Address: 601 JOHN STREET, BOX G, KALAMAZOO, MI, 490075364
- Plan Type: DB
- Total Participants: 2,015
- Total Assets: $317.5M
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 | 2,015 | $317.5M | $0 | $0 |
| 2023 | 2,069 | $306.1M | $0 | $0 |
| 2022 | 2,262 | $287.5M | $0 | $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 |
|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | Recordkeeper | $2,977,737 | — | $2,977,737 |
| WILLIAM BLAIR INVESTMENT MNGMT, LLC | Other Service Provider | $378,583 | — | $378,583 |
| JPMORGAN INVESTMENT MANAGEMENT INC | Recordkeeper | $246,130 | — | $246,130 |
| COHEN & STEERS CAPITAL MGMT, INC. | Other Service Provider | $215,839 | — | $215,839 |
| EAGLE CAPITAL MANAGEMENT, LLC | Investment Advisor | $183,187 | — | $183,187 |
| BOSTON PARTNERS GLBL INVESTORS INC. | Other Service Provider | $162,638 | — | $162,638 |
| D.F. DENT AND COMPANY, INC. | Other Service Provider | $143,961 | — | $143,961 |
| MILLER, JOHNSON, SNELL, P.L.C. | Other Service Provider | $140,000 | — | $140,000 |
| WEDGE CAPITAL MANAGEMENT LLP | Other Service Provider | $75,285 | — | $75,285 |
| PLANTE & MORAN, PLLC | Auditor | $60,000 | — | $60,000 |
| SEGALL BRYANT & HAMILL, LLC | Other Service Provider | $19,313 | — | $19,313 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — Recordkeeper
- JPMORGAN INVESTMENT MANAGEMENT INC — Recordkeeper
- EAGLE CAPITAL MANAGEMENT, LLC — Investment Advisor
- PLANTE & MORAN, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,602,673
- Estimated Expense Ratio: 1.450% 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 | $4,970,309 | $1,424,936 | — | $60,000 | — |
| 2023 | $3,875,072 | $1,409,776 | — | — | — |
| 2022 | $4,918,845 | $1,358,927 | — | — | $726,902 |