# Interlochen Center For The Arts 403(b) Plan
Source: https://planprovider.pro/companies/interlochen-center-for-the-arts-381689022-002

> Interlochen Center For The Arts's 403(b) plan: 197 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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:** 002

- **Total Participants:** 197

- **Total Assets:** $16.7M

## 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|197|$16.7M|$0|$847,390|

| 2023|196|$16.6M|$0|$834,034|

| 2022|187|$14.0M|$0|$715,489|

## 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|$16,311|—|$16,311|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $16,311

- **Estimated Expense Ratio:** 0.098% 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|$16,311|—|$16,184|—|—|

| 2023|$13,796|—|$13,736|—|—|

| 2022|$10,566|$2|$10,564|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/interlochen-center-for-the-arts-381689022-002)

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