Plan Snapshot
- Plan Sponsor: Western Michigan University Homer Stryker M.D. School Of Medicine
- Sponsor EIN: 454135256
- Sponsor Address: 1000 OAKLAND DRIVE, KALAMAZOO, MI, 49008
- Plan Type: 403(b)
- Total Participants: 488
- Total Assets: $49.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 488 | $49.4M | $120,343 | $3.0M |
| 2023 | 469 | $47.6M | $122,229 | $3.1M |
| 2022 | 461 | $38.3M | $119,757 | $3.0M |
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 | $49,539 | $39,500 | — | — | — |
| 2023 | $219 | — | $219 | — | — |
| 2022 | $219 | — | $219 | — | — |