Plan Snapshot
- Plan Sponsor: Oakland Family Services
- Sponsor EIN: 381358388
- Sponsor Address: 114 ORCHARD LAKE RD, PONTIAC, MI, 483412244
- Plan Type: 403(b)
- Total Participants: 130
- Total Assets: $3.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 130 | $3.3M | $137,989 | $372,978 |
| 2023 | 132 | $2.6M | $133,988 | $357,605 |
| 2022 | 136 | $2.0M | $125,640 | $315,796 |
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 |
|---|---|---|---|---|
| UHY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UHY LLP — 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 | $28,998 | $9,075 | — | — | — |
| 2023 | $24,053 | $7,500 | — | — | — |
| 2022 | $23,338 | $7,304 | — | — | $16,034 |