Plan Snapshot
- Plan Sponsor: Michigan Surgery Specialists, P.C.
- Sponsor EIN: 381958736
- Sponsor Address: 11012 E. THIRTEEN MILE ROAD, WARREN, MI, 48093
- Plan Type: 401(k)
- Total Participants: 192
- Total Assets: $12.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 192 | $12.5M | $379,060 | $816,751 |
| 2023 | 163 | $10.2M | $255,759 | $546,421 |
| 2022 | 146 | $10.1M | $259,917 | $460,347 |
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 |
|---|---|---|---|---|
| PLANTE & MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — 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 | $53,587 | $17,879 | — | — | — |
| 2023 | $36,961 | $18,216 | — | — | — |
| 2022 | $35,244 | $23,487 | $2,540 | — | $9,217 |