Plan Snapshot
- Plan Sponsor: University Corporation For Advanced Internet Development
- Sponsor EIN: 522060187
- Sponsor Address: 3520 GREEN CT STE 200, ANN ARBOR, MI, 481051566
- Plan Type: 403(b)
- Total Participants: 149
- Total Assets: $46.6M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 149 | $46.6M | $2.0M | $975,040 |
| 2023 | 137 | $39.5M | $1.6M | $817,661 |
| 2022 | 120 | $32.5M | $1.5M | $764,462 |
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 |
|---|---|---|---|---|
| BENNETT & ASSOCIATES CPAS PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BENNETT & ASSOCIATES CPAS PLLC — 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 | $34,268 | — | $34,268 | — | — |
| 2023 | $25,274 | — | $25,274 | — | — |
| 2022 | $20,055 | — | $20,055 | — | — |