Plan Snapshot
- Plan Sponsor: Alverno Provena Hospital Laboratories, INC.
- Sponsor EIN: 203238867
- Sponsor Address: 2434 INTERSTATE PLAZA DRIVE, HAMMOND, IN, 46324
- Plan Type: 401(k)
- Total Participants: 2,577
- Total Assets: $139.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,577 | $139.7M | $4.4M | $5.7M |
| 2023 | 2,753 | $129.0M | $4.6M | $5.7M |
| 2022 | 2,923 | $110.2M | $4.6M | $6.2M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
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 | $260,173 | — | $260,173 | — | — |
| 2023 | $235,252 | — | $235,252 | — | — |
| 2022 | $217,810 | — | $217,810 | — | — |