# Memorial Healthcare DC Plan
Source: https://planprovider.pro/companies/memorial-healthcare-plan-002

> Memorial Healthcare's DC plan: 1,780 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| CAPFINANCIAL PARTNERS LLC|CONSULTANT/ADVISOR|$64,750|—|$64,750|

| STRATEGIC ADVISORS, INC.|ADVISOR|$22,755|—|$22,755|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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:** $87,505

- **Estimated Expense Ratio:** 0.076% 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|$3,401|$83,255|—|—|—|

| 2023|$16,199|$84,811|$300|—|—|

| 2022|$106,845|$31,031|—|—|—|

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