# Jewish Federation Of Metropolitan Detroit DC Plan
Source: https://planprovider.pro/companies/jewish-federation-of-metropolitan-detroit-plan

> Jewish Federation Of Metropolitan Detroit's DC plan: 686 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/ubs-financial-services-inc) — FINANCIAL ADVISOR

- [PLANTE MORAN](https://planprovider.pro/provider/plante-and-moran-pllc) — 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|—|—|

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