Plan Snapshot
- Plan Sponsor: Afni, INC.
- Sponsor EIN: 371105130
- Sponsor Address: 1310 MARTIN LUTHER KING JR. DRIVE, BLOOMINGTON, IL, 61701
- Plan Type: 401(k)
- Total Participants: 2,738
- Total Assets: $64.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 2,738 | $64.0M | $1.8M | $4.5M |
| 2023 | 2,010 | $58.2M | $1.9M | $4.4M |
| 2022 | 2,075 | $49.8M | $1.7M | $4.1M |
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 |
|---|---|---|---|---|
| SMITH & HOWARD | 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 | $80,328 | $11,288 | — | — | — |
| 2023 | $67,814 | $8,595 | — | — | — |
| 2022 | $64,191 | $7,891 | — | — | — |