Plan Snapshot
- Plan Sponsor: Ahepa Management Company, INC.
- Sponsor EIN: 351867058
- Sponsor Address: 10706 SKY PRAIRIE STREET, FISHERS, IN, 46038
- Plan Type: 403(b)
- Total Participants: 304
- Total Assets: $9.7M
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 | 304 | $9.7M | $1.0M | $320,889 |
| 2023 | 289 | $9.0M | $963,161 | $279,364 |
| 2022 | 276 | $8.0M | $847,485 | $278,169 |
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 |
|---|---|---|---|---|
| CLARK, SCHAEFER, HACKETT & CO. | 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 | $40,655 | — | $40,655 | — | — |
| 2023 | $34,837 | — | $34,837 | — | — |
| 2022 | $33,385 | — | $33,385 | — | — |