Plan Snapshot
- Plan Sponsor: Allied Physicians INC.
- Sponsor EIN: 351155438
- Sponsor Address: 7956 WEST JEFFERSON BLVD., FORT WAYNE, IN, 46804
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $18.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 0 | $18.6M | $21,523 | $4,306 |
| 2023 | 0 | $29.1M | $313,138 | $410,908 |
| 2022 | 64 | $33.0M | $545,622 | $459,050 |
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 |
|---|---|---|---|---|
| HANES, ISENBARGER & SKIBA, LLC | Auditor | $16,500 | — | $16,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HANES, ISENBARGER & SKIBA, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,500
- Estimated Expense Ratio: 0.089% 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 | $20,602 | $441 | — | $16,500 | — |
| 2023 | $17,157 | $12,824 | — | — | — |
| 2022 | $23,796 | $19,307 | — | — | — |