# The Edison Institute Dba The Henry Ford 403(b) Plan
Source: https://planprovider.pro/companies/the-edison-institute-dba-the-henry-ford-403b-plan

> The Edison Institute Dba The Henry Ford's 403(b) plan: 581 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| VOYA RETIREMENT INS AND ANNUITY CO|NONE KNOWN|$45,303|$24|$45,327|

| PLANTE & MORAN, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PLANTE & MORAN, PLLC](https://planprovider.pro/provider/plante-and-moran-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $45,327

- **Estimated Expense Ratio:** 0.110% 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|$48,037|—|$48,037|—|—|

| 2023|$37,515|—|$37,515|—|—|

| 2022|$26,565|—|$26,565|—|—|

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