Plan Snapshot
- Plan Sponsor: Oakland Integrated Healthcare Ne
- Sponsor EIN: 383844634
- Sponsor Address: 48980 WOODWARD AVENUE, PONTIAC, MI, 48342
- Plan Type: 401(k)
- Total Participants: 152
- Total Assets: $7.4M
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 | 152 | $7.4M | $531,182 | $902,124 |
| 2023 | 140 | $5.8M | $458,925 | $798,287 |
| 2022 | 116 | $4.0M | $351,929 | $659,723 |
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 |
|---|---|---|---|---|
| YEO & YEO | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- YEO & YEO — 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 | $7,228 | — | — | — | — |
| 2023 | $4,138 | — | — | — | — |
| 2022 | $5,110 | — | — | — | — |