Plan Snapshot
- Plan Sponsor: Burcham Hills Retirement Center Ii
- Sponsor EIN: 382834545
- Sponsor Address: 2700 BURCHAM DR, EAST LANSING, MI, 48823
- Plan Type: 401(k)
- Total Participants: 273
- Total Assets: $4.3M
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 | 273 | $4.3M | $63,540 | $439,267 |
| 2023 | 270 | $4.2M | $55,221 | $383,978 |
| 2022 | 255 | $3.8M | $63,132 | $413,037 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $27,270 | — | $27,270 | — | — |
| 2023 | $21,997 | — | $21,997 | — | — |
| 2022 | $8,759 | — | $8,759 | — | — |