Plan Snapshot
- Plan Sponsor: Sterling Area Health Center
- Sponsor EIN: 382205859
- Sponsor Address: 725 EAST STATE STREET, STERLING, MI, 486599548
- Plan Type: 403(b)
- Total Participants: 116
- Total Assets: $6.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 116 | $6.6M | $314,102 | $104,721 |
| 2023 | 124 | $7.0M | $116,251 | $283,883 |
| 2022 | 148 | $6.0M | $84,336 | $261,068 |
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 |
|---|---|---|---|---|
| YEO & YEO PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- YEO & YEO PC — 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 | $27,910 | — | $27,910 | — | — |
| 2023 | $28,823 | — | $28,823 | — | — |
| 2022 | $26,421 | — | $26,421 | — | — |