Plan Snapshot
- Plan Sponsor: Mott Children'S Health Center
- Sponsor EIN: 381878678
- Sponsor Address: 806 TUURI PLACE, FLINT, MI, 48503
- Plan Type: DB
- Total Participants: 99
- Total Assets: $32.8M
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 | 99 | $32.8M | $1.2M | $0 |
| 2023 | 86 | $33.6M | $1.0M | $0 |
| 2022 | 74 | $32.0M | $0 | $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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $71,426 | — | $71,426 |
| YEO & YEO | ACCOUNTANT | $10,900 | — | $10,900 |
| BUTZEL LONG | LEGAL | $8,163 | — | $8,163 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- YEO & YEO — ACCOUNTANT
- BUTZEL LONG — LEGAL
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $90,489
- Estimated Expense Ratio: 0.276% 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 | $117,961 | — | $71,426 | $10,900 | — |
| 2023 | $187,637 | — | $67,717 | $10,000 | — |
| 2022 | $96,463 | — | $64,351 | — | $9,200 |