# Community Foundation Of Northwest Indiana, INC. 401(k) Plan
Source: https://planprovider.pro/companies/community-foundation-of-northwest-indiana-inc-401k-plan

> Community Foundation Of Northwest Indiana, INC.'s 401(k) plan: 6,563 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/lincoln-financial-group) — SERVICE PROVIDER

- [GRAYSTONE CONSULTING](https://planprovider.pro/provider/jp-morgan-asset-management) — 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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/community-foundation-of-northwest-indiana-inc-401k-plan)

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