Plan Snapshot
- Plan Sponsor: Upper Peninsula Managed Care, LLC
- Sponsor EIN: 383323620
- Sponsor Address: 853 WEST WASHINGTON ST., MARQUETTE, MI, 49855
- Plan Type: 401(k)
- Total Participants: 187
- Total Assets: $15.0M
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 | 187 | $15.0M | $390,697 | $929,042 |
| 2023 | 172 | $13.4M | $352,231 | $868,535 |
| 2022 | 162 | $10.9M | $313,022 | $787,840 |
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 |
|---|---|---|---|---|
| ANDREWS HOOPER PAVLIK PLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $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 | $17,889 | $13,742 | — | — | — |
| 2023 | $21,104 | $17,366 | — | — | — |
| 2022 | $20,402 | $17,480 | $2,922 | — | — |