Plan Snapshot
- Plan Sponsor: Planned Parenthood Of Michigan
- Sponsor EIN: 381707521
- Sponsor Address: 950 VICTORS WAY, SUITE 100, ANN ARBOR, MI, 48108
- Plan Type: 403(b)
- Total Participants: 218
- Total Assets: $8.8M
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 | 218 | $8.8M | $207,741 | $757,503 |
| 2023 | 204 | $7.8M | $195,523 | $664,870 |
| 2022 | 212 | $6.6M | $174,609 | $620,772 |
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 |
|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, INC. | Recordkeeper | $27,422 | — | $27,422 |
| SENTINEL PENSION ADVISORS | Investment Advisor | $20,063 | — | $20,063 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SENTINEL BENEFITS GROUP, INC. — Recordkeeper
- SENTINEL PENSION ADVISORS — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,485
- Estimated Expense Ratio: 0.538% 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 | $52,379 | $20,063 | — | — | — |
| 2023 | $44,994 | $17,961 | — | — | — |
| 2022 | $42,256 | $18,344 | — | — | $23,912 |