Plan Snapshot
- Plan Sponsor: Center For Family Health
- Sponsor EIN: 383251354
- Sponsor Address: 505 N. JACKSON STREET, JACKSON, MI, 49201
- Plan Type: 403(b)
- Total Participants: 261
- Total Assets: $14.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 261 | $14.0M | $311,903 | $963,974 |
| 2023 | 257 | $13.3M | $272,072 | $866,955 |
| 2022 | 241 | $10.7M | $280,109 | $769,192 |
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 |
|---|---|---|---|---|
| YEO & YEO | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- YEO & YEO — 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 | $91,482 | $57,952 | — | — | — |
| 2023 | $75,878 | $49,467 | — | — | — |
| 2022 | $78,317 | — | $78,317 | — | — |