Plan Snapshot
- Plan Sponsor: Fort Wayne Medical Education Program
- Sponsor EIN: 356049685
- Sponsor Address: 750 BROADWAY, FORT WAYNE, IN, 46802
- Plan Type: 403(b)
- Total Participants: 42
- Total Assets: $8.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 42 | $8.1M | $139,569 | $340,197 |
| 2023 | 67 | $8.0M | $284,221 | $411,661 |
| 2022 | 80 | $7.1M | $333,379 | $533,421 |
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 |
|---|---|---|---|---|
| HAINES, ISENBARGER & SKIBA, LLC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HAINES, ISENBARGER & SKIBA, LLC. — 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 | $43,223 | $28,147 | $480 | — | — |
| 2023 | $32,607 | $18,919 | $520 | — | — |
| 2022 | $2,155 | — | $2,155 | — | — |