Plan Snapshot
- Plan Sponsor: Bashor Children'S Home
- Sponsor EIN: 350933555
- Sponsor Address: PO BOX 843, GOSHEN, IN, 465270843
- Plan Type: 403(b)
- Total Participants: 251
- Total Assets: $10.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 251 | $10.0M | $816,626 | $378,173 |
| 2023 | 207 | $8.2M | $616,014 | $361,498 |
| 2022 | 183 | $6.7M | $410,715 | $258,481 |
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 |
|---|---|---|---|---|
| EVERENCE TRUST COMPANY | Other Service Provider | $27,025 | — | $27,025 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,025
- Estimated Expense Ratio: 0.269% 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 | $31,271 | $27,025 | $4,246 | — | — |
| 2023 | $27,559 | $25,053 | $2,506 | — | — |
| 2022 | $28,430 | $25,028 | $3,402 | — | — |