Plan Snapshot
- Plan Sponsor: Forest Health Services, LLC
- Sponsor EIN: 383636411
- Sponsor Address: 135 S PROSPECT ST, YPSILANTI, MI, 481987914
- Plan Type: 401(k)
- Total Participants: 112
- Total Assets: $14.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 112 | $14.6M | $98,739 | $626,749 |
| 2023 | 120 | $13.3M | $98,972 | $610,553 |
| 2022 | 112 | $11.7M | $100,969 | $644,960 |
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 |
|---|---|---|---|---|
| NOVOTNY CPA GROUP PLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NOVOTNY CPA GROUP PLC — 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 | $50,511 | — | $50,511 | — | — |
| 2023 | $44,995 | — | $44,995 | — | — |
| 2022 | $45,800 | — | $45,800 | — | — |