Plan Snapshot
- Plan Sponsor: Senior Resources Of West Michi
- Sponsor EIN: 382048765
- Sponsor Address: 560 SEMINOLE RD, NORTON SHORES, MI, 494443720
- Plan Type: 403(b)
- Total Participants: 93
- Total Assets: $7.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 93 | $7.9M | $230,736 | $413,944 |
| 2023 | 105 | $7.4M | $261,251 | $398,920 |
| 2022 | 106 | $6.0M | $248,912 | $401,478 |
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 |
|---|---|---|---|---|
| HUNGERFORD CPA + ADVISORS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HUNGERFORD CPA + ADVISORS — Auditor
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 | $822 | — | — | — | — |
| 2023 | $400 | — | — | — | — |
| 2022 | $364 | — | — | — | — |