# Michigan Bac Pension Fund DB Plan
Source: https://planprovider.pro/companies/michigan-bac-pension-fund-382895943-001

> Michigan Bac Pension Fund's DB plan: 1,097 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Michigan Bac Pension Fund

- **Sponsor EIN:** 382895943

- **Sponsor Address:** 700 TOWER DRIVE, SUITE 300, TROY, MI, 480980000

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 1,097

- **Total Assets:** $195.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,097|$195.0M|$10.8M|$0|

| 2023|1,207|$185.8M|$11.6M|$0|

| 2022|1,140|$166.8M|$10.9M|$0|

## 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|

| BENESYS, INC.|Other Service Provider|$168,331|—|$168,331|

| LSV ASSET MANAGEMENT|Other Service Provider|$142,449|—|$142,449|

| NOVARA TESIJA, PLC|Other Service Provider|$114,043|—|$114,043|

| WEDGE CAPITAL PARTNERS|Other Service Provider|$110,296|—|$110,296|

| AMERICAN REALTY ADVISORS|Other Service Provider|$105,287|—|$105,287|

| COLUMBIA THREADNEEDLE INVESTMENTS|Other Service Provider|$101,018|—|$101,018|

| MORGAN STANLEY GLOBAL BANKING|Recordkeeper|$59,362|—|$59,362|

| UNITED ACTUARIAL SERVICES, INC.|Other Service Provider|$56,800|—|$56,800|

| TIC MIDWEST, LLC|Other Service Provider|$44,176|—|$44,176|

| NORTHERN TRUST|Other Service Provider|$35,161|—|$35,161|

| BENDA, GRACE, STULZ & COMPANY, P.C.|Other Service Provider|$25,300|—|$25,300|

### Verified Provider Profiles

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

- [MORGAN STANLEY GLOBAL BANKING](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $962,223

- **Estimated Expense Ratio:** 0.494% 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|$1,138,605|$518,412|$199,974|$24,500|—|

| 2023|$967,665|$369,361|$152,584|$23,600|—|

| 2022|$1,279,847|$724,133|$148,862|—|$199,657|

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