Plan Snapshot
- Plan Sponsor: Emergent Health Partners
- Sponsor EIN: 452579119
- Sponsor Address: 1200 STATE CIRCLE, ANN ARBOR, MI, 48108
- Plan Type: 403(b)
- Total Participants: 1,030
- Total Assets: $59.4M
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 | 1,030 | $59.4M | $1.9M | $3.8M |
| 2023 | 857 | $52.3M | $1.7M | $3.4M |
| 2022 | 880 | $44.8M | $1.7M | $3.2M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $58,994 | — | $58,994 |
| TIAA | NONE | $58,546 | — | $58,546 |
| SORTINO ADVISORY PARTNERS, LLC | NONE | $27,000 | — | $27,000 |
| MANER COSTERISAN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — NONE
- MANER COSTERISAN — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $144,540
- Estimated Expense Ratio: 0.243% 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 | $131,210 | $27,353 | — | — | — |
| 2023 | $156,578 | — | $156,578 | — | — |
| 2022 | $156,591 | — | $156,591 | — | — |