Plan Snapshot
- Plan Sponsor: The Hurley Clinic
- Sponsor EIN: 383271450
- Sponsor Address: 1125 S LINDEN ROAD SUITE 210, FLINT, MI, 48532
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 140
- Total Assets: $36.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 140 | $36.0M | $633,777 | $1.9M |
| 2023 | 124 | $30.1M | $557,236 | $1.8M |
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 |
|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. | Investment Advisor | — | $77,564 | $77,564 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAYMOND JAMES & ASSOCIATES, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $77,564
- Estimated Expense Ratio: 0.215% 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 | $2,028 | — | $2,028 | — | — |
| 2023 | $2,352 | — | $2,352 | — | — |