Plan Snapshot
- Plan Sponsor: Oakland Livingston Human Service Agency
- Sponsor EIN: 381785665
- Sponsor Address: PO BOX 430598, PONTIAC, MI, 483430598
- Plan Type: DC
- Plan Number: 001
- Total Participants: 302
- Total Assets: $16.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 302 | $16.5M | $761,994 | $50,694 |
| 2023 | 290 | $16.1M | $774,906 | $49,371 |
| 2022 | 319 | $13.5M | $784,332 | $48,602 |
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 ADVISORS, INC. | Other Service Provider | $891,518 | — | $891,518 |
| MICHIGAN BENEFIT CONSULTING, INC. | Recordkeeper | $160 | $8,115 | $8,275 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $899,793
- Estimated Expense Ratio: 5.465% 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 | $28,059 | — | — | — | — |
| 2023 | $22,355 | — | — | — | — |
| 2022 | $17,875 | — | — | — | — |