Plan Snapshot
- Plan Sponsor: United Way For Southeastern Michigan
- Sponsor EIN: 203099071
- Sponsor Address: 3011 W GRAND BLVD, SUITE 500, DETROIT, MI, 48202
- Plan Type: 403(b)
- Total Participants: 158
- Total Assets: $9.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 158 | $9.8M | $267,608 | $950,233 |
| 2023 | 204 | $9.4M | $273,591 | $988,292 |
| 2022 | 207 | $7.6M | $253,063 | $878,633 |
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 |
|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, INC. | TPA | $35,949 | — | $35,949 |
| CAPTRUST FINANCIAL ADVISOR | ADVISOR | $23,533 | — | $23,533 |
| PLANTE MORAN PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,482
- Estimated Expense Ratio: 0.609% 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 | $64,357 | $23,533 | — | — | — |
| 2023 | $58,036 | $23,072 | — | — | — |
| 2022 | $54,316 | $22,620 | — | — | $31,696 |