Plan Snapshot
- Plan Sponsor: University Physician Group
- Sponsor EIN: 383474766
- Sponsor Address: 400 MACK AVE, DETROIT, MI, 48201
- Plan Type: 403(b)
- Total Participants: 652
- Total Assets: $102.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 652 | $102.3M | $3.3M | $6.1M |
| 2023 | 663 | $86.4M | $3.1M | $5.3M |
| 2022 | 661 | $71.1M | $3.2M | $5.5M |
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 |
|---|---|---|---|---|
| DOEREN MAYHEW ASSURANCE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DOEREN MAYHEW ASSURANCE — 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 | $100,544 | $46,187 | — | — | — |
| 2023 | $94,726 | $41,971 | — | — | — |
| 2022 | $98,269 | $27,349 | — | — | — |