# Isabella Bank Corporation DB Plan
Source: https://planprovider.pro/companies/isabella-bank-corporation-plan-001

> Isabella Bank Corporation's DB plan: 79 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Isabella Bank Corporation

- **Sponsor EIN:** 382830092

- **Sponsor Address:** 139 EAST BROADWAY, MT. PLEASANT, MI, 48858

- **Plan Type:** DB

- **Total Participants:** 79

- **Total Assets:** $7.2M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|79|$7.2M|$0|$0|

| 2023|85|$7.0M|$0|$0|

| 2022|88|$6.6M|$0|$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|

| REHMANN ROBSON LLC|Auditor|$13,000|—|$13,000|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $13,000

- **Estimated Expense Ratio:** 0.180% 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|$63,056|$30,664|—|$13,000|—|

| 2023|$84,803|—|—|—|—|

| 2022|$101,838|—|—|—|$101,838|

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