Plan Snapshot
- Plan Sponsor: Imperial Clinical Research Services, LLC
- Sponsor EIN: 381795049
- Sponsor Address: 3100 WALKENT DRIVE NW, GRAND RAPIDS, MI, 49544
- Plan Type: 401(k)
- Total Participants: 78
- Total Assets: $24.0M
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 | 78 | $24.0M | $204,791 | $623,435 |
| 2023 | 72 | $23.4M | $202,967 | $617,309 |
| 2022 | 82 | $21.3M | $184,359 | $552,532 |
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 |
|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | Other Service Provider | $30,564 | — | $30,564 |
| ONEAMERICA INVESTMENT ADVISORY SERV | Other Service Provider | $5,266 | — | $5,266 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,830
- Estimated Expense Ratio: 0.149% of plan assets
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 | $35,830 | $5,266 | — | — | — |
| 2023 | $39,850 | — | — | — | — |
| 2022 | $42,475 | — | — | — | $42,475 |