Plan Snapshot
- Plan Sponsor: Mobile Medical Response, Incorporated
- Sponsor EIN: 383198397
- Sponsor Address: 4305 STATE STREET, SAGINAW, MI, 48603
- Plan Type: 401(k)
- Total Participants: 649
- Total Assets: $18.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 649 | $18.3M | $820,858 | $1.9M |
| 2023 | 621 | $15.9M | $837,333 | $1.7M |
| 2022 | 601 | $13.4M | $751,927 | $1.5M |
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 |
|---|---|---|---|---|
| M HOLDINGS SECURITIES INC | INVESTMENT ADVISOR | $40,841 | — | $40,841 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $37,815 | — | $37,815 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $33,639 | — | $33,639 |
| YEO & YEO, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- YEO & YEO, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $112,295
- Estimated Expense Ratio: 0.613% 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 | $124,029 | $75,094 | — | — | — |
| 2023 | $100,114 | $67,718 | — | — | — |
| 2022 | $97,532 | — | $97,532 | — | — |