# Ella E. M. Brown Charitable Circle D/B/A Oaklawn Hospital 401(k) Plan
Source: https://planprovider.pro/companies/ella-e-m-brown-charitable-circle-d-b-a-oaklawn-hospital-401k-plan

> Ella E. M. Brown Charitable Circle D/B/A Oaklawn Hospital's 401(k) plan: 1,100 participants, plan year 2024 financials, providers, and benchmarks from Form 5…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/lincoln-financial-group) — SERVICE PROVIDER

- [PLANTE & MORAN, PLLC](https://planprovider.pro/provider/plante-and-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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ella-e-m-brown-charitable-circle-d-b-a-oaklawn-hospital-401k-plan)

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