Plan Snapshot
- Plan Sponsor: Living Alternatives For The Developmentally Disabled, INC.
- Sponsor EIN: 382213535
- Sponsor Address: 300 WHITNEY ST., DOWAGIAC, MI, 49047
- Plan Type: 403(b)
- Total Participants: 523
- Total Assets: $3.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 523 | $3.6M | $130,000 | $351,793 |
| 2023 | 521 | $3.9M | $130,000 | $285,156 |
| 2022 | 488 | $3.1M | $130,000 | $285,392 |
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 |
|---|---|---|---|---|
| MANER COSTERISAN PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MANER COSTERISAN PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $15,582 | $14,187 | — | — | — |
| 2023 | $36,262 | $13,057 | — | — | — |
| 2022 | $51,272 | $15,565 | $35,707 | — | — |