Plan Snapshot
- Plan Sponsor: Ella E. M. Brown Charitable Circle D/B/A Oaklawn Hospital
- Sponsor EIN: 381368347
- Sponsor Address: 200 NORTH MADISON STREET, MARSHALL, MI, 49068
- Plan Type: 401(k)
- Total Participants: 1,100
- Total Assets: $89.5M
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 | 1,100 | $89.5M | $1.7M | $4.9M |
| 2023 | 1,110 | $76.9M | $750,565 | $4.4M |
| 2022 | 1,110 | $66.9M | $573,931 | $4.1M |
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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | SERVICE PROVIDER | $90,921 | — | $90,921 |
| PLANTE & MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — SERVICE PROVIDER
- PLANTE & MORAN, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $90,921
- Estimated Expense Ratio: 0.102% 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 | $90,921 | — | $90,921 | — | — |
| 2023 | $80,121 | — | $80,121 | — | — |
| 2022 | $80,751 | — | $80,751 | — | — |