Plan Snapshot
- Plan Sponsor: Mclaren St. Luke'S
- Sponsor EIN: 344428232
- Sponsor Address: ONE MCLAREN PARKWAY, GRAND BLANC, MI, 48439
- Plan Type: DB
- Plan Number: 001
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 0 | $116.1M | $3.4M | $0 |
| 2023 | 8 | $145.5M | $2.3M | $0 |
| 2022 | 240 | $143.8M | $6.5M | $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 |
|---|---|---|---|---|
| JPMORGAN CHASE | Recordkeeper | $363,462 | — | $363,462 |
| USI CONSULTING GROUP | Other Service Provider | $320,800 | — | $320,800 |
| COMERICA | Other Service Provider | $24,872 | — | $24,872 |
| FUND EVALUATION GROUP | Other Service Provider | $22,383 | — | $22,383 |
| WILLIS TOWERS WATSON | Other Service Provider | $20,000 | — | $20,000 |
| FORVIS MAZARS, LLP | Other Service Provider | $18,438 | — | $18,438 |
| MILLER CANFIELD PADDOCK | Other Service Provider | $15,562 | — | $15,562 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JPMORGAN CHASE — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $785,517
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 |
|---|---|---|---|---|---|
| 2025 | $124,881,199 | $117,751 | $106,587 | $14,105 | — |
| 2024 | $977,821 | $388,334 | $343,183 | $18,438 | — |
| 2023 | $1,416,184 | $40,838 | $138,632 | $19,725 | — |
| 2022 | $1,533,890 | $37,259 | — | — | $91,055 |