Plan Snapshot
- Plan Sponsor: Community Foundation Of Northwest Indiana, INC.
- Sponsor EIN: 311128781
- Sponsor Address: 905 RIDGE ROAD, MUNSTER, IN, 463211773
- Plan Type: 403(b)
- Total Participants: 8,025
- Total Assets: $440.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 8,025 | $440.3M | $0 | $35.1M |
| 2023 | 7,790 | $391.1M | $0 | $32.8M |
| 2022 | 7,567 | $333.5M | $0 | $31.2M |
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 | $380,820 | — | $380,820 |
| SWARTZ RETSON | AUDITOR | $16,323 | — | $16,323 |
| GRAYSTONE CONSULTING | CONSULTANT | $15,000 | — | $15,000 |
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: $412,143
- Estimated Expense Ratio: 0.094% 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 | $412,143 | $15,000 | — | $16,323 | — |
| 2023 | $392,846 | $14,000 | $352,200 | $26,646 | — |
| 2022 | $341,326 | $9,000 | $326,653 | — | $5,673 |