Plan Snapshot
- Plan Sponsor: The Edison Institute Dba The Henry Ford
- Sponsor EIN: 381359513
- Sponsor Address: 20900 OAKWOOD BLVD, DEARBORN, MI, 481245029
- Plan Type: 403(b)
- Total Participants: 581
- Total Assets: $41.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 581 | $41.1M | $1.5M | $1.6M |
| 2023 | 573 | $36.0M | $1.3M | $1.5M |
| 2022 | 568 | $29.8M | $1.1M | $1.3M |
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, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — 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 | $48,037 | — | $48,037 | — | — |
| 2023 | $37,515 | — | $37,515 | — | — |
| 2022 | $26,565 | — | $26,565 | — | — |