Plan Snapshot
- Plan Sponsor: University Rehabilitation Alliance Dba Origami Rehabilitation
- Sponsor EIN: 381413585
- Sponsor Address: 3181 SANDHILL RD., MASON, MI, 488549425
- Plan Type: 403(b)
- Total Participants: 189
- Total Assets: $4.4M
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 | 189 | $4.4M | $118,963 | $240,604 |
| 2023 | 181 | $3.9M | $134,331 | $211,587 |
| 2022 | 219 | $3.2M | $126,019 | $209,792 |
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 |
|---|---|---|---|---|
| MANER COSTERISAN PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MANER COSTERISAN PC — 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 | $3,497 | $22 | $3,475 | — | — |
| 2023 | $2,716 | — | $2,708 | — | — |
| 2022 | $2,059 | $17 | $2,042 | — | — |