Plan Snapshot
- Plan Sponsor: Genesee Education Consultant Services, INC.
- Sponsor EIN: 453742174
- Sponsor Address: G-6235 CORUNNA ROAD, FLINT, MI, 48532
- Plan Type: 403(b)
- Total Participants: 636
- Total Assets: $3.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 636 | $3.2M | $19,796 | $565,083 |
| 2023 | 1,045 | $2.3M | $15,394 | $408,344 |
| 2022 | 905 | $1.5M | $7,691 | $367,424 |
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 |
|---|---|---|---|---|
| TAYLOR & MORGAN | Auditor | — | — | $0 |
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 | $22,582 | $18,394 | $4,188 | — | — |
| 2023 | $15,312 | $12,569 | $2,743 | — | — |
| 2022 | $11,097 | $9,851 | $1,246 | — | — |