Plan Snapshot
- Plan Sponsor: Hackley Community Care Center, INC.
- Sponsor EIN: 383014011
- Sponsor Address: 1778 SANFORD STREET, MUSKEGON, MI, 49441
- Plan Type: 403(b)
- Total Participants: 299
- Total Assets: $16.5M
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 | 299 | $16.5M | $331,799 | $1.5M |
| 2023 | 299 | $14.2M | $283,149 | $1.3M |
| 2022 | 284 | $11.7M | $295,798 | $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 |
|---|---|---|---|---|
| YEO & YEO PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- YEO & YEO PC — 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 | $91,758 | $43,061 | $48,697 | — | — |
| 2023 | $86,901 | $35,901 | $51,000 | — | — |
| 2022 | $102,409 | — | $102,409 | — | — |