Plan Snapshot
- Plan Sponsor: 1st Kids, INC.
- Sponsor EIN: 320026299
- Sponsor Address: 11045 BROADWAY STE. F, CROWN POINT, IN, 46307
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 130
- Total Assets: $3.4M
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 | 130 | $3.4M | $457,693 | $190,059 |
| 2023 | 126 | $2.6M | $97,777 | $157,313 |
| 2022 | 107 | $2.1M | $245,568 | $110,336 |
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 |
|---|---|---|---|---|
| CAPTRUST | Investment Advisor | $26,428 | — | $26,428 |
| NATIONWIDE | Custodian / Trustee | $16,137 | — | $16,137 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — Custodian / Trustee
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,565
- Estimated Expense Ratio: 1.257% of plan assets
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 | $26,862 | $26,862 | — | — | — |
| 2023 | $28,597 | $17,122 | $10,760 | — | — |
| 2022 | $22,406 | $11,895 | $10,511 | — | — |