# Community Foundation Of Northwest Indiana, INC. 403(b) Plan
Source: https://planprovider.pro/companies/community-foundation-of-northwest-indiana-inc-403b-plan

> Community Foundation Of Northwest Indiana, INC.'s 403(b) plan: 8,025 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:** 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](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:** $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|

## Similar Plans

- [Beacon Health System, INC.](https://planprovider.pro/companies/beacon-health-system-inc-403b-plan) — 7,860 participants

- [Community Foundation Of Northwest Indiana, INC.](https://planprovider.pro/companies/community-foundation-of-northwest-indiana-inc-401k-plan) — 6,563 participants

- [Deaconess Health System, INC.](https://planprovider.pro/companies/deaconess-health-system-inc-401k-plan) — 12,133 participants

- [Union Hospital, INC.](https://planprovider.pro/companies/union-hospital-inc-403b-plan) — 3,369 participants

- [Reid Hospital & Health Care Services, INC.](https://planprovider.pro/companies/reid-hospital-health-care-services-inc-403b-plan) — 3,178 participants

- [Trimedx Holdings, LLC](https://planprovider.pro/companies/trimedx-holdings-llc-401k-plan) — 3,016 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/community-foundation-of-northwest-indiana-inc-403b-plan)

© 2026 PlanProvider.Pro