Plan Snapshot
- Plan Sponsor: Oakland-Macomb Obstetrics & Gynecology, PC
- Sponsor EIN: 383526073
- Sponsor Address: 1701 SO. BOULEVARD E, SUITE 200, ROCHESTER HILLS, MI, 48307
- Plan Type: 401(k)
- Total Participants: 168
- Total Assets: $15.6M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 168 | $15.6M | $463,221 | $941,998 |
| 2023 | 144 | $13.5M | $448,389 | $788,227 |
| 2022 | 130 | $11.9M | $379,218 | $677,067 |
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 |
|---|---|---|---|---|
| REHMANN ROBSON LLC | Auditor | — | — | $0 |
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 | $49,449 | — | $49,449 | — | — |
| 2023 | $45,579 | $1,310 | $43,319 | — | — |
| 2022 | $60,728 | $2,327 | $58,251 | — | — |