Plan Snapshot
- Plan Sponsor: Uhy Advisors, INC.
- Sponsor EIN: 364272852
- Sponsor Address: 27725 STANSBURY BLVD, SUITE 385, FARMINGTON HILLS, MI, 48334
- Plan Type: 401(k)
- Plan Number: 510
- Total Participants: 1,650
- Total Assets: $0
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 | 1,650 | $0 | $0 | $0 |
| 2023 | 1,308 | $0 | $0 | $0 |
| 2022 | 1,343 | $0 | $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 |
|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MICHIGAN | Recordkeeper | $1,066,546 | — | $1,066,546 |
| REBECCA MCLAUGHLAN | Investment Advisor | $279,068 | — | $279,068 |
| MARSH & MCLENNAN AGENCY LLC | Investment Advisor | $171,820 | — | $171,820 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REBECCA MCLAUGHLAN — Investment Advisor
- MARSH & MCLENNAN AGENCY LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,517,434
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 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |