Plan Snapshot
- Plan Sponsor: Comprehensive Senior Care Corporation
- Sponsor EIN: 010866698
- Sponsor Address: 200 W MICHIGAN, BATTLE CREEK, MI, 49017
- Plan Type: 401(k)
- Total Participants: 373
- Total Assets: $6.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 373 | $6.2M | $298,899 | $861,578 |
| 2023 | 348 | $5.1M | $258,427 | $712,461 |
| 2022 | 314 | $3.7M | $247,290 | $642,046 |
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 |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | NONE | $8,517 | $20,092 | $28,609 |
| EDWARD D JONES AND CO | NONE | $14,681 | — | $14,681 |
| MERCER GLOBAL ADVISORS INC | NONE | $7,077 | — | $7,077 |
| FISHER SPIEGEL KUNKLE & GERBER PC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,367
- Estimated Expense Ratio: 0.809% 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 | $31,400 | $29,480 | $1,920 | — | — |
| 2023 | $24,429 | $24,429 | — | — | — |
| 2022 | $19,985 | $19,985 | — | — | — |