# The Ave Maria Foundation 401(k) Plan
Source: https://planprovider.pro/companies/the-ave-maria-foundation-401k-plan

> The Ave Maria Foundation's 401(k) plan: 720 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Ave Maria Foundation

- **Sponsor EIN:** 382514364

- **Sponsor Address:** ONE AVE MARIA DRIVE, ANN ARBOR, MI, 481060373

- **Plan Type:** 401(k)

- **Total Participants:** 720

- **Total Assets:** $27.0M

## 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|720|$27.0M|$790,650|$1.4M|

| 2023|556|$24.2M|$566,639|$1.3M|

| 2022|130|$20.1M|$318,671|$663,366|

## 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|

| M HOLDINGS|NONE|$12,624|—|$12,624|

| MYLER & SZCZYPKA, P.C.|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $12,624

- **Estimated Expense Ratio:** 0.047% of plan assets

### 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|$87,279|$52,264|$31,579|—|—|

| 2023|$89,818|$44,621|$18,180|—|—|

| 2022|$79,737|$22,580|$41,845|—|$15,312|

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