# Upper Great Lakes Family Heath Center DC Plan
Source: https://planprovider.pro/companies/upper-great-lakes-family-heath-center-plan

> Upper Great Lakes Family Heath Center's DC plan: 199 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Upper Great Lakes Family Heath Center

- **Sponsor EIN:** 264299275

- **Sponsor Address:** 506 CAMPUS DRIVE, HANCOCK, MI, 49930

- **Plan Type:** DC

- **Total Participants:** 199

- **Total Assets:** $8.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **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|199|$8.5M|$372,319|$651,658|

| 2023|205|$6.6M|$337,911|$612,041|

| 2022|200|$5.4M|$312,124|$609,492|

## 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|

| ALERUS FINANCIAL, N.A.|NONE|$9,684|—|$9,684|

| ANDREWS HOOPER PAVLIK PLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ALERUS FINANCIAL, N.A.](https://planprovider.pro/provider/intellicents-inc) — NONE

- [ANDREWS HOOPER PAVLIK PLC](https://planprovider.pro/provider/andrews-hooper-pavlik-plc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $9,684

- **Estimated Expense Ratio:** 0.113% 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|$9,684|—|$5,686|—|—|

| 2023|$16,904|—|$12,824|—|—|

| 2022|$8,345|$4,846|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/upper-great-lakes-family-heath-center-plan)

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