Plan Snapshot
- Plan Sponsor: St. Clair Specialty Physicians, P.C
- Sponsor EIN: 381966107
- Sponsor Address: 18001 E. 10 MILE ROAD, ROSEVILLE, MI, 48066
- Plan Type: 401(k)
- Total Participants: 79
- Total Assets: $19.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 79 | $19.6M | $308,139 | $693,322 |
| 2023 | 101 | $20.7M | $291,986 | $768,243 |
| 2022 | 102 | $22.0M | $473,618 | $733,748 |
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 |
|---|---|---|---|---|
| IANNUZZI, MANETTA & COMPANY | 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 | $139,918 | — | $139,918 | — | — |
| 2023 | $132,032 | — | $132,032 | — | — |
| 2022 | $129,093 | — | $129,093 | — | — |