Plan Snapshot
- Plan Sponsor: Deaconess Womens Hospital Of Southern Indiana LLC
- Sponsor EIN: 352062016
- Sponsor Address: 4199 GATEWAY BOULEVARD, NEWBURGH, IN, 47630
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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. |
|---|---|---|---|---|
| 2023 | 0 | $0 | $891,861 | $2.7M |
| 2022 | 811 | $46.6M | $1.2M | $3.3M |
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 |
|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE CO | RECORDKEEPER | $111,773 | — | $111,773 |
| COMPENSATION SYSTEMS, INC. | RECORDKEEPER | $27,006 | — | $27,006 |
| GLOBAL RETIREMENT PARTNERS LLC | INVESTMENT ADVISORY | $23,939 | — | $23,939 |
| MML INVESTORS | BROKER | — | $23,878 | $23,878 |
| FORVIS, LLP | AUDIT | $11,388 | — | $11,388 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA LIFE INSURANCE CO — RECORDKEEPER
- GLOBAL RETIREMENT PARTNERS LLC — INVESTMENT ADVISORY
- FORVIS, LLP — AUDIT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $197,984
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 |
|---|---|---|---|---|---|
| 2023 | $174,000 | $44,563 | — | $12,550 | — |
| 2022 | $197,983 | $23,939 | $162,656 | — | $11,388 |