# Metropolitan Hospital D.B.A University Of Michigan Health West 403(b) Plan
Source: https://planprovider.pro/companies/university-of-michigan-health-west-403b-plan

> Metropolitan Hospital D.B.A University Of Michigan Health West&#39;s 403(b) plan: 3,376 participants, plan year 2024 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Metropolitan Hospital D.B.A University Of Michigan Health West

- **Sponsor EIN:** 380593405

- **Sponsor Address:** 2122 HEALTH DR SW STE 260, WYOMING, MI, 495199606

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

- **Total Participants:** 3,376

- **Total Assets:** $232.7M

## 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:** No

## Plan Financials by Year

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

| 2024|3,376|$232.7M|$6.4M|$17.1M|

| 2023|3,296|$198.8M|$3.7M|$16.0M|

| 2022|3,123|$167.3M|$3.4M|$14.6M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$345,415|—|$345,415|

| ROCKEFELLER CAPITAL MANAGEMENT|INVESTMENT ADVISORY|$52,429|$83|$52,512|

| MERRILL LYNCH|INVESTMENT ADVISORY|$18,450|—|$18,450|

| HUNGERFORD|ACCOUNTANT|—|$6,000|$6,000|

### Verified Provider Profiles

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

- [MERRILL LYNCH](https://planprovider.pro/provider/merrill-lynch) — INVESTMENT ADVISORY

- [HUNGERFORD](https://planprovider.pro/provider/hungerford-nichols) — ACCOUNTANT

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $422,377

- **Estimated Expense Ratio:** 0.182% 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|$416,294|$70,879|$345,415|—|—|

| 2023|$420,163|$92,186|$327,977|—|—|

| 2022|$365,204|$55,289|$309,915|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/university-of-michigan-health-west-403b-plan)

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