Plan Snapshot
- Plan Sponsor: Rehmann LLC
- Sponsor EIN: 383567911
- Sponsor Address: 5800 GRATIOT RD., SUITE 201, SAGINAW, MI, 48638
- Plan Type: 401(k)
- Plan Number: 502
- Total Participants: 871
- Total Assets: $2.5M
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 | 871 | $2.5M | $8.5M | $3.1M |
| 2023 | 873 | $2.1M | $6.2M | $2.9M |
| 2022 | 856 | $2.7M | $6.1M | $2.5M |
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 |
|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MICHIGAN | Recordkeeper | $687,236 | — | $687,236 |
| GALLAGHER BENEFIT SERVICES | Insurance Carrier | — | $105,667 | $105,667 |
| HYLANT GROUP, INC. | Insurance Carrier | — | $8,373 | $8,373 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GALLAGHER BENEFIT SERVICES — Insurance Carrier
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $801,276
- Estimated Expense Ratio: 32.376% 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 | $704,030 | — | $704,030 | — | — |
| 2023 | $693,992 | — | $693,992 | — | — |
| 2022 | $576,644 | — | $576,644 | — | — |