Oakland Livingston Human Service Agency retirement plan: assets, participants and fees
What Oakland Livingston Human Service Agency's retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Michigan Benefit Consulting, Inc. | Schedule C ↗ |
| Independent auditor | Uhy, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Oakland Livingston Human Service Agency: employer contribution per participant | $2,128 | |
| Peer median | $1,468 |
| Oakland Livingston Human Service Agency: average balance | $45,993 | |
| Peer median | $37,786 |
| Oakland Livingston Human Service Agency: admin expenses ÷ assets | 0.17% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $14.6M at the end of plan year 2021 to $16.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 367 | $16.5M | $762K | $2,128 | 0.17% | Not published | Form 5500 ↗ |
| 2023 | 360 | $16.1M | $775K | $2,153 | 0.15% | Not published | Form 5500 ↗ |
| 2022 | 391 | $13.5M | $784K | $2,037 | 0.13% | Not published | Form 5500 ↗ |
| 2021 | 407 | $14.6M | $984K | $2,442 | 0.10% | Not published | Form 5500 ↗ |
Common questions
Does Oakland Livingston Human Service Agency match 401(k) contributions?
The match terms for the Olhsa Profit Sharing Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $762K in employer contributions, about $2,128 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Oakland Livingston Human Service Agency 401(k) match vested?
The vesting schedule for the Olhsa Profit Sharing Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Oakland Livingston Human Service Agency 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Michigan Benefit Consulting, Inc.. The plan administrator is Oakland Livingston Human Service Agency.
I left Oakland Livingston Human Service Agency. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Oakland Livingston Human Service Agency, (248) 209-2600) or the recordkeeper, Michigan Benefit Consulting, Inc.. The Oakland Livingston Human Service Agency old 401(k) page lists the contacts from every plan filing. Find an old Oakland Livingston Human Service Agency 401(k)
Data from the public Form 5500 annual reports Oakland Livingston Human Service Agency filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Oakland Livingston Human Service Agency. Not financial advice. Report a correction · Methodology