Plan Snapshot
- Plan Sponsor: Detroit Country Day School
- Sponsor EIN: 381359251
- Sponsor Address: 22305 WEST 13 MILE ROAD, BEVERLY HILLS, MI, 480254435
- Plan Type: 403(b)
- Total Participants: 286
- Total Assets: $105.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 286 | $105.9M | $1.5M | $2.0M |
| 2023 | 252 | $100.8M | $1.4M | $1.9M |
| 2022 | 278 | $91.9M | $1.3M | $1.8M |
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, LLC | Auditor | — | — | $0 |
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 | $99,176 | $59,399 | — | — | — |
| 2023 | $70,125 | $35,971 | — | — | — |
| 2022 | $78,229 | $47,098 | — | — | — |