Plan Snapshot
- Plan Sponsor: West Michigan Cancer Center
- Sponsor EIN: 383061574
- Sponsor Address: 200 N PARK STREET, KALAMAZOO, MI, 490073731
- Plan Type: 403(b)
- Total Participants: 110
- Total Assets: $14.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 110 | $14.9M | $546,831 | $858,686 |
| 2023 | 110 | $13.1M | $498,362 | $869,449 |
| 2022 | 101 | $11.6M | $411,736 | $807,829 |
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, PLC | Auditor | — | — | $0 |
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 | $36,092 | — | $36,092 | — | — |
| 2023 | $37,806 | — | $37,806 | — | — |
| 2022 | $11,921 | — | $11,921 | — | — |