Plan Snapshot
- Plan Sponsor: Greenhills School
- Sponsor EIN: 386143974
- Sponsor Address: 850 GREENHILLS DRIVE, ANN ARBOR, MI, 481052720
- Plan Type: 403(b)
- Total Participants: 152
- Total Assets: $29.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 152 | $29.6M | $795,311 | $923,903 |
| 2023 | 137 | $25.9M | $757,709 | $814,847 |
| 2022 | 132 | $22.6M | $652,583 | $750,366 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — 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 | $32,130 | $7,842 | $24,288 | — | — |
| 2023 | $27,685 | $7,330 | $20,355 | — | — |
| 2022 | $25,469 | $8,160 | $17,309 | — | — |