# Allied Physicians INC. 401(k) Plan
Source: https://planprovider.pro/companies/allied-physicians-inc-401k-plan

> Allied Physicians INC.'s 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/haines-isenbarger-and-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|—|—|—|

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