Plan Snapshot
- Plan Sponsor: Fcn Bank, National Association
- Sponsor EIN: 350320211
- Sponsor Address: PO BOX 37, BROOKVILLE, IN, 470120037
- Plan Type: 401(k)
- Total Participants: 135
- Total Assets: $9.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 135 | $9.0M | $205,105 | $379,113 |
| 2023 | 143 | $8.3M | $199,213 | $359,545 |
| 2022 | 99 | $8.3M | $256,180 | $328,305 |
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 |
|---|---|---|---|---|
| CLARK, SCHAEFER, HACKETT & CO. | Auditor | — | — | $0 |
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 | $701 | — | — | — | — |
| 2023 | $336 | — | — | — | — |
| 2022 | $350 | — | — | — | — |