# Oakwood Healthcare, INC. DB Plan
Source: https://planprovider.pro/companies/oakwood-healthcare-inc-plan-004

> Oakwood Healthcare, INC.'s DB plan: 662 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Oakwood Healthcare, INC.

- **Sponsor EIN:** 381405141

- **Sponsor Address:** BSC 433, HUMAN RESOURCES/RETIREMENT, SOUTHFIELD, MI, 48033

- **Plan Type:** DB

- **Total Participants:** 662

- **Total Assets:** $42.6M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|662|$42.6M|$4.0M|$0|

| 2023|741|$42.1M|$1.0M|$0|

| 2022|831|$41.4M|$5.0M|$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|

| WILLIS TOWERS WATSON US LLC|NONE|$397,092|—|$397,092|

| GJC CPA'S & ADVISORS|NONE|$18,450|—|$18,450|

| PLANTE & MORAN, PLLC|Auditor|$18,450|—|$18,450|

| COMERICA BANK|NONE|$17,290|—|$17,290|

| MERCER INVESTMENTS LLC|NONE|$10,836|—|$10,836|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WILLIS TOWERS WATSON US LLC](https://planprovider.pro/provider/lincoln-financial-group) — NONE

- [GJC CPA'S & ADVISORS](https://planprovider.pro/provider/george-johnson-and-company) — NONE

- [PLANTE & MORAN, PLLC](https://planprovider.pro/provider/plante-and-moran-pllc) — Auditor

- [MERCER INVESTMENTS LLC](https://planprovider.pro/provider/marsh-mclennan-agency) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $462,118

- **Estimated Expense Ratio:** 1.084% 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|$790,141|$10,836|—|$18,450|—|

| 2023|$747,154|$5,412|—|$18,450|—|

| 2022|$803,068|—|—|—|$260,022|

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