Plan Snapshot
- Plan Sponsor: C.S. Mott Foundation
- Sponsor EIN: 381211227
- Sponsor Address: 503 S. SAGINAW, SUITE 1200, FLINT, MI, 48502
- Plan Type: 401(k)
- Total Participants: 79
- Total Assets: $47.5M
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 | 79 | $47.5M | $241,011 | $1.1M |
| 2023 | 79 | $44.8M | $233,083 | $1.1M |
| 2022 | 82 | $37.1M | $234,527 | $938,119 |
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 |
|---|---|---|---|---|
| PLANTE & MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — 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 | $1,790 | — | — | — | — |
| 2023 | $4,802 | — | — | — | — |
| 2022 | $5,122 | — | — | — | — |