Plan Snapshot
- Plan Sponsor: Interlochen Center For The Arts
- Sponsor EIN: 381689022
- Sponsor Address: 4000 HIGHWAY M-137, INTERLOCHEN, MI, 496430199
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 475
- Total Assets: $45.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 475 | $45.8M | $2.7M | $0 |
| 2023 | 417 | $42.2M | $2.3M | $0 |
| 2022 | 372 | $36.4M | $2.1M | $0 |
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 |
|---|---|---|---|---|
| TIAA | Recordkeeper | $44,725 | — | $44,725 |
| FIDUCIENT ADVISORS, LLC | Investment Advisor | $8,166 | — | $8,166 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,891
- Estimated Expense Ratio: 0.116% 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 | $52,890 | $876 | $52,014 | — | — |
| 2023 | $40,282 | — | $39,730 | — | — |
| 2022 | $37,845 | $452 | $37,393 | — | — |