Plan Snapshot
- Plan Sponsor: U.S. Medical Management LLC
- Sponsor EIN: 383153946
- Sponsor Address: 500 KIRTS BLVD, TROY, MI, 48085
- Plan Type: 401(k)
- Total Participants: 1,798
- Total Assets: $63.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 1,798 | $63.4M | $2.4M | $8.8M |
| 2023 | 1,584 | $56.0M | $1.3M | $5.5M |
| 2022 | 1,007 | $26.2M | $851,787 | $4.3M |
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 |
|---|---|---|---|---|
| FRAIZER & DEETER, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FRAIZER & DEETER, LLC — 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 | $360,994 | $185,837 | — | — | — |
| 2023 | $241,794 | $124,213 | — | — | — |
| 2022 | $233,761 | — | $233,761 | — | — |