Plan Snapshot
- Plan Sponsor: Memorial Healthcare
- Sponsor EIN: 381358208
- Sponsor Address: 826 W. KING STREET, OWOSSO, MI, 488672120
- Plan Type: DC
- Total Participants: 1,780
- Total Assets: $115.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,780 | $115.1M | $2.2M | $7.1M |
| 2023 | 1,464 | $99.5M | $1.5M | $6.0M |
| 2022 | 1,514 | $82.4M | $1.5M | $6.2M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — 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 | $3,401 | $83,255 | — | — | — |
| 2023 | $16,199 | $84,811 | $300 | — | — |
| 2022 | $106,845 | $31,031 | — | — | — |