# Michigan Surgery Specialists, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/michigan-surgery-specialists-p-c-401k-plan

> Michigan Surgery Specialists, P.C.'s 401(k) plan: 192 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| KESTRA INVESTMENT SERVICES LLC|BROKER|$20,432|—|$20,432|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$12,012|—|$12,012|

| TRANSAMERICA LIFE INSURANCE COMPANY|RECORDKEEPER|$12,012|—|$12,012|

| BARCLAY PLANNING GROUP|CONTRACT ADMIN|$7,887|—|$7,887|

| PLANTE & MORAN, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [KESTRA INVESTMENT SERVICES LLC](https://planprovider.pro/provider/christensen-group-financial-llc) — BROKER

- [TRANSAMERICA LIFE INSURANCE COMPANY](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [PLANTE & MORAN, PLLC](https://planprovider.pro/provider/plante-and-moran-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $52,343

- **Estimated Expense Ratio:** 0.420% 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|$53,587|$17,879|—|—|—|

| 2023|$36,961|$18,216|—|—|—|

| 2022|$35,244|$23,487|$2,540|—|$9,217|

## Similar Plans

- [Huron Gastroenterology Associates, P.C.](https://planprovider.pro/companies/huron-gastroenterology-associates-p-c-401k-plan) — 197 participants

- [Upper Great Lakes Family Health Center](https://planprovider.pro/companies/upper-great-lakes-family-heath-center-plan) — 199 participants

- [S.L. Husain Hamzavi, M.D. PC](https://planprovider.pro/companies/s-l-husain-hamzavi-md-pc-401k-plan) — 185 participants

- [Orthopaedic Associates Of Muskegon, PC](https://planprovider.pro/companies/orthopaedic-associates-of-401k-plan) — 204 participants

- [Capital Internal Medicine Associates PC](https://planprovider.pro/companies/capital-internal-medicine-associates-pc-401k-plan) — 178 participants

- [Glendale Neurological Associates, P.C.](https://planprovider.pro/companies/glendale-neurological-associates-p-c-401k-plan) — 213 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/michigan-surgery-specialists-p-c-401k-plan)

© 2026 PlanProvider.Pro