Plan Snapshot
- Plan Sponsor: The Charles Stewart Mott Foundation
- Sponsor EIN: 381211227
- Sponsor Address: 503 S SAGINAW ST, SUITE 1200, FLINT, MI, 485021807
- Plan Type: DB
- Total Participants: 71
- Total Assets: $27.9M
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. |
|---|---|---|---|---|
| 2024 | 71 | $27.9M | $1.0M | $0 |
| 2023 | 72 | $33.8M | $500,000 | $0 |
| 2022 | 81 | $29.8M | $2.0M | $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 |
|---|---|---|---|---|
| PLANTE MORAN | 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 | $136,037 | $27,249 | $96,668 | — | — |
| 2023 | $72,946 | $26,474 | $35,048 | — | — |
| 2022 | $65,071 | $27,987 | $27,228 | — | — |