Plan Snapshot
- Plan Sponsor: Ancilla Domini Sisters, INC.
- Sponsor EIN: 350867952
- Sponsor Address: 1419 SOUTH LAKE PARK AVENUE, HOBART, IN, 463426635
- Plan Type: 403(b)
- Total Participants: 210
- Total Assets: $20.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 210 | $20.2M | $590,165 | $804,871 |
| 2023 | 203 | $18.2M | $592,129 | $763,513 |
| 2022 | 213 | $16.2M | $616,623 | $811,256 |
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 |
|---|---|---|---|---|
| SWARTZ, RETSON & CO., P.C. | 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 | $2,571 | — | $2,571 | — | — |
| 2023 | $14,315 | — | $2,815 | $11,500 | — |
| 2022 | $3,068 | — | $3,068 | — | — |