Plan Snapshot
- Plan Sponsor: Trustees Flint Defined Contrib Fund
- Sponsor EIN: 386254230
- Sponsor Address: 6525 CENTURION DRIVE, LANSING, MI, 489179275
- Plan Type: DC
- Total Participants: 568
- Total Assets: $23.0M
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 | 568 | $23.0M | $0 | $0 |
| 2023 | 511 | $19.5M | $0 | $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 |
|---|---|---|---|---|
| WRUBEL WESLEY AND COMPANY CPAS | Auditor | $7,875 | — | $7,875 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,875
- Estimated Expense Ratio: 0.034% 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 | $144,124 | $89,585 | $22,579 | $7,875 | — |
| 2023 | $113,080 | $60,678 | $22,579 | — | $18,591 |