Plan Snapshot
- Plan Sponsor: Boys & Girls Clubs Of Greater Northwest Indiana
- Sponsor EIN: 351262439
- Sponsor Address: 3691 WILLOWCREEK RD, PORTAGE, IN, 46368
- Plan Type: 401(k)
- Total Participants: 247
- Total Assets: $4.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 247 | $4.8M | $165,977 | $111,740 |
| 2023 | 212 | $4.5M | $190,214 | $99,975 |
| 2022 | 458 | $3.9M | $95,070 | $98,550 |
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 |
|---|---|---|---|---|
| BLUE & CO. LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLUE & CO. LLC — 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 | $14,243 | — | $14,243 | — | — |
| 2023 | $13,415 | — | $13,415 | — | — |
| 2022 | $16,341 | — | — | — | $16,341 |