# United Methodist Retirement Communities, INC. 403(b) Plan
Source: https://planprovider.pro/companies/united-methodist-retirement-communities-inc-403b-plan

> United Methodist Retirement Communities, INC.'s 403(b) plan: 1,389 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** United Methodist Retirement Communities, INC.

- **Sponsor EIN:** 381366908

- **Sponsor Address:** 805 W MIDDLE ST, CHELSEA, MI, 48118

- **Plan Type:** 403(b)

- **Total Participants:** 1,389

- **Total Assets:** $32.2M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,389|$32.2M|$1.1M|$2.7M|

| 2023|1,344|$27.4M|$996,385|$2.9M|

| 2022|1,216|$21.3M|$1.8M|$2.9M|

## 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|

| NATIONWIDE|CUSTODIAN|$117,704|—|$117,704|

| LPL FINANCIAL LLC-RPCP|ADVISOR|$64,869|—|$64,869|

| DOEREN MAYHEW ADVISORS LLC|TPA|$56,261|—|$56,261|

| IRON-CO-FID-COMPREHENSIVE|INVESTMENT MANAGEMENT|$14,459|—|$14,459|

| PLANTE & MORAN, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [NATIONWIDE](https://planprovider.pro/provider/nationwide) — CUSTODIAN

- [LPL FINANCIAL LLC-RPCP](https://planprovider.pro/provider/equitable) — ADVISOR

- [PLANTE & MORAN, PLLC](https://planprovider.pro/provider/plante-and-moran-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $253,293

- **Estimated Expense Ratio:** 0.788% 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|$256,185|$79,328|$56,261|—|—|

| 2023|$228,121|$69,684|$58,385|—|—|

| 2022|$225,000|—|$225,000|—|—|

## Similar Plans

- [Encore Rehabilitation Services](https://planprovider.pro/companies/encore-rehabilitation-services-401k-plan) — 1,305 participants

- [Christian Living Services](https://planprovider.pro/companies/christian-living-services-403b-plan) — 1,488 participants

- [Orchards Mi, LLC](https://planprovider.pro/companies/orchards-mi-llc-401k-plan) — 1,595 participants

- [The Peplinski Group, INC.](https://planprovider.pro/companies/the-peplinski-group-inc-401k-plan) — 960 participants

- [Cardinal Senior Management LLC](https://planprovider.pro/companies/cardinal-senior-management-llc-401k-plan) — 959 participants

- [Baruch Sls](https://planprovider.pro/companies/baruch-sls-403b-plan) — 919 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/united-methodist-retirement-communities-inc-403b-plan)

© 2026 PlanProvider.Pro