Plan Snapshot
- Plan Sponsor: Community Action Of Northeast Indiana, INC. Dba Brightpoint
- Sponsor EIN: 351111819
- Sponsor Address: 227 EAST WASHINGTON BOULEVARD, FORT WAYNE, IN, 468023132
- Plan Type: 403(b)
- Total Participants: 330
- Total Assets: $8.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 330 | $8.0M | $262,136 | $587,099 |
| 2023 | 279 | $6.4M | $236,374 | $518,594 |
| 2022 | 253 | $5.5M | $201,650 | $472,463 |
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 |
|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | Investment Advisor | — | $18,963 | $18,963 |
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $5,153 | — | $5,153 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAGEVIEW ADVISORY GROUP, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,116
- Estimated Expense Ratio: 0.302% 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 | $5,153 | — | $5,153 | — | — |
| 2023 | $4,310 | — | $4,310 | — | — |
| 2022 | $18,703 | $13,064 | $4,664 | — | $975 |