Plan Snapshot
- Plan Sponsor: Thunder Bay Community Health Service, INC.
- Sponsor EIN: 382290337
- Sponsor Address: 100 NORTH RIPLEY STREET SUITE E, ALPENA, MI, 497072978
- Plan Type: 401(k)
- Total Participants: 206
- Total Assets: $13.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 206 | $13.4M | $715,766 | $925,326 |
| 2023 | 194 | $12.3M | $635,239 | $774,760 |
| 2022 | 167 | $9.7M | $592,591 | $724,649 |
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 |
|---|---|---|---|---|
| QUAST, JANKE AND COMPANY | 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 | $57,695 | $32,953 | — | — | — |
| 2023 | $38,806 | $36,544 | — | — | — |
| 2022 | $37,033 | — | $37,033 | — | — |