# Byron Health Center 401(k) Plan
Source: https://planprovider.pro/companies/byron-health-center-401k-plan

> Byron Health Center's 401(k) plan: 114 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Byron Health Center

- **Sponsor EIN:** 351826036

- **Sponsor Address:** 1661 BEACON ST., FORT WAYNE, IN, 46805

- **Plan Type:** 401(k)

- **Total Participants:** 114

- **Total Assets:** $3.3M

## 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|114|$3.3M|$111,934|$253,013|

| 2023|180|$3.0M|$104,720|$260,978|

| 2022|267|$2.4M|$101,124|$249,469|

## 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|

| EPIC RETIREMENT PLAN SERVICES|NONE|$15,375|—|$15,375|

| PHILLIPS FINANCIAL MANAGEMENT, LLC|NONE|$9,217|—|$9,217|

| RIVERSEDGE ADV RET SOLUTIONS, LLC|NONE|$5,104|—|$5,104|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [EPIC RETIREMENT PLAN SERVICES](https://planprovider.pro/provider/epic-retirement-plan-services) — NONE

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $29,696

- **Estimated Expense Ratio:** 0.893% 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|$29,696|$12,078|—|—|—|

| 2023|$23,735|—|—|—|—|

| 2022|$23,396|—|—|—|$23,396|

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