Plan Snapshot
- Plan Sponsor: Edsel & Eleanor Ford House
- Sponsor EIN: 382218274
- Sponsor Address: 1100 LAKE SHORE RD, GROSSE POINTE SHORES, MI, 482364106
- Plan Type: 403(b)
- Total Participants: 116
- Total Assets: $5.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 116 | $5.9M | $297,008 | $216,674 |
| 2023 | 124 | $5.9M | $264,793 | $171,452 |
| 2022 | 111 | $5.3M | $247,068 | $204,659 |
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 | $23,833 | $23,833 | — | — | — |
| 2023 | $15,919 | $15,919 | — | — | — |
| 2022 | $16,511 | $16,511 | — | — | — |