Plan Snapshot
- Plan Sponsor: Easterseals Crossroads
- Sponsor EIN: 350869058
- Sponsor Address: 4740 KINGSWAY DRIVE, INDIANAPOLIS, IN, 46205
- Plan Type: 403(b)
- Total Participants: 276
- Total Assets: $6.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 276 | $6.8M | $463,428 | $727,333 |
| 2023 | 279 | $6.0M | $0 | $479,338 |
| 2022 | 298 | $5.8M | $0 | $470,925 |
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 |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | Other Service Provider | $2,985 | $55,473 | $58,458 |
| GLOBAL RETIREMENT PARTNERS | Investment Advisor | — | $24,080 | $24,080 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $82,538
- Estimated Expense Ratio: 1.212% 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 | $79,553 | — | $79,553 | — | — |
| 2023 | $44,104 | — | $44,104 | — | — |
| 2022 | $32 | — | $32 | — | — |