Plan Snapshot
- Plan Sponsor: W.E. Upjohn Institute For Employment Research
- Sponsor EIN: 381360419
- Sponsor Address: 300 S. WESTNEDGE AVENUE, KALAMAZOO, MI, 490074686
- Plan Type: 403(b)
- Total Participants: 111
- Total Assets: $50.3M
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 | 111 | $50.3M | $985,820 | $827,147 |
| 2023 | 111 | $46.3M | $979,615 | $815,159 |
| 2022 | 104 | $40.4M | $898,070 | $754,121 |
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 |
|---|---|---|---|---|
| PLANTE & MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — 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 | $64,162 | $42,000 | $22,162 | — | — |
| 2023 | $62,488 | $42,000 | $20,488 | — | — |
| 2022 | $71,852 | $42,000 | $29,852 | — | — |