Plan Snapshot
- Plan Sponsor: Aging And In-Home Services Of Northeast Indiana INC
- Sponsor EIN: 351341437
- Sponsor Address: 8101 W. JEFFERSON BLVD, FORT WAYNE, IN, 46804
- Plan Type: 403(b)
- Total Participants: 159
- Total Assets: $7.2M
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 | 159 | $7.2M | $245,607 | $464,734 |
| 2023 | 156 | $6.2M | $281,985 | $466,919 |
| 2022 | 124 | $4.7M | $250,717 | $425,531 |
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 |
|---|---|---|---|---|
| COMER, NOWLING AND ASSOCIATES | 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 | $3,391 | — | $3,391 | — | — |
| 2023 | $3,129 | — | $3,129 | — | — |
| 2022 | $2,972 | — | $2,972 | — | — |