# W.E. Upjohn Institute For Employment Research 403(b) Plan
Source: https://planprovider.pro/companies/w-e-upjohn-institute-for-employment-research-403b-plan

> W.E. Upjohn Institute For Employment Research's 403(b) plan: 111 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/plante-and-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|—|—|

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