Plan Snapshot
- Plan Sponsor: Community Foundation Of Northwest Indiana, INC.
- Sponsor EIN: 311128781
- Sponsor Address: 905 RIDGE ROAD, MUNSTER, IN, 463211773
- Plan Type: 401(k)
- Total Participants: 6,563
- Total Assets: $233.4M
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 | 6,563 | $233.4M | $17.8M | $0 |
| 2023 | 6,325 | $206.2M | $16.7M | $0 |
| 2022 | 6,097 | $173.1M | $16.0M | $0 |
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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | SERVICE PROVIDER | $237,274 | — | $237,274 |
| GRAYSTONE CONSULTING | CONSULTANT | $15,000 | — | $15,000 |
| SWARTZ RETSON | AUDITOR | $11,535 | — | $11,535 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — SERVICE PROVIDER
- GRAYSTONE CONSULTING — CONSULTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $263,809
- Estimated Expense Ratio: 0.113% 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 | $263,809 | $15,000 | $237,274 | $11,535 | — |
| 2023 | $259,711 | $14,000 | $219,331 | $26,380 | — |
| 2022 | $205,508 | $9,000 | $196,508 | — | — |