Plan Snapshot
- Plan Sponsor: Early Learning Indiana INC.
- Sponsor EIN: 350888763
- Sponsor Address: 1411 ROOSEVELT AVE SUITE 202, INDIANAPOLIS, IN, 46201
- Plan Type: 401(k)
- Total Participants: 303
- Total Assets: $7.4M
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. |
|---|---|---|---|---|
| 2024 | 303 | $7.4M | $454,078 | $644,910 |
| 2023 | 556 | $6.0M | $432,663 | $510,486 |
| 2022 | 444 | $4.7M | $386,011 | $454,419 |
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 |
|---|---|---|---|---|
| KATZ, SAPPER & MILLER, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KATZ, SAPPER & MILLER, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $31,529 | $7,333 | — | — | — |
| 2023 | $36,282 | $13,035 | — | — | — |
| 2022 | $36,426 | $36,426 | — | — | — |