Plan Snapshot
- Plan Sponsor: Mid Michigan Health Services Dba Midmichigan Community Health Services
- Sponsor EIN: 382168007
- Sponsor Address: 9249 W LAKE CITY RD, HOUGHTON LAKE, MI, 486299602
- Plan Type: 403(b)
- Total Participants: 114
- Total Assets: $7.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 114 | $7.9M | $352,935 | $657,550 |
| 2023 | 98 | $6.9M | $362,316 | $645,922 |
| 2022 | 108 | $5.1M | $314,296 | $570,808 |
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 |
|---|---|---|---|---|
| OSAIC WEALTH INC | OTHER SERVICES | — | $27,600 | $27,600 |
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $18,103 | — | $18,103 |
| ANDREWS, HOOPER, PAVLIK, PLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- OSAIC WEALTH INC — OTHER SERVICES
- ANDREWS, HOOPER, PAVLIK, PLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $45,703
- Estimated Expense Ratio: 0.576% 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 | $18,103 | — | $18,103 | — | — |
| 2023 | $1,200 | — | $1,200 | — | — |
| 2022 | $900 | — | $900 | — | — |