Plan Snapshot
- Plan Sponsor: Community First Bank Of Indiana
- Sponsor EIN: 043643394
- Sponsor Address: 201 W SYCAMORE ST, KOKOMO, IN, 469014630
- Plan Type: 401(k)
- Total Participants: 120
- Total Assets: $11.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 120 | $11.0M | $726,363 | $603,941 |
| 2023 | 110 | $9.6M | $636,675 | $522,661 |
| 2022 | 94 | $7.7M | $546,231 | $444,041 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — 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 | $69,813 | $23,011 | $46,802 | — | — |
| 2023 | $69,563 | $11,864 | $57,699 | — | — |
| 2022 | $58,096 | — | $58,096 | — | — |