Plan Snapshot
- Plan Sponsor: Global Educational Excellence, LLC
- Sponsor EIN: 383418987
- Sponsor Address: 2455 SOUTH INDUSTRIAL, ANN ARBOR, MI, 48104
- Plan Type: 401(k)
- Total Participants: 753
- Total Assets: $19.6M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 753 | $19.6M | $885,829 | $1.5M |
| 2023 | 630 | $16.4M | $770,925 | $1.3M |
| 2022 | 766 | $12.6M | $732,738 | $1.3M |
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 |
|---|---|---|---|---|
| PLANTE & MORAN, PLCC | 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 | $82,227 | $19,848 | — | — | — |
| 2023 | $99,693 | $18,797 | — | — | — |
| 2022 | $187,533 | — | — | — | — |