Plan Snapshot
- Plan Sponsor: Jewish Federation Of Metropolitan Detroit
- Sponsor EIN: 381359214
- Sponsor Address: 6735 TELEGRAPH ROAD, BLOOMFIELD HILLS, MI, 48301
- Plan Type: DC
- Total Participants: 686
- Total Assets: $32.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 686 | $32.4M | $585,277 | $2.0M |
| 2023 | 617 | $27.8M | $1,554 | $2.1M |
| 2022 | 725 | $23.0M | $523,890 | $1.8M |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | FINANCIAL ADVISOR | $57,865 | — | $57,865 |
| ASCENSUS | RECORDKEEPER | $30,404 | — | $30,404 |
| PLANTE MORAN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES, INC. — FINANCIAL ADVISOR
- PLANTE MORAN — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $88,269
- Estimated Expense Ratio: 0.272% 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 | $84,789 | — | $84,789 | — | — |
| 2023 | $74,741 | — | $74,741 | — | — |
| 2022 | $61,800 | — | $59,351 | — | — |