# Sterling Area Health Center 403(b) Plan
Source: https://planprovider.pro/companies/sterling-area-health-center-403b-plan

> Sterling Area Health Center's 403(b) plan: 116 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/yeo-and-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|—|—|

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