Plan Snapshot
- Plan Sponsor: Fort Wayne Medical Oncology And Hematology, INC.
- Sponsor EIN: 351400631
- Sponsor Address: 6610 MUTUAL DRIVE, FORT WAYNE, IN, 46825
- Plan Type: 401(k)
- Total Participants: 170
- Total Assets: $38.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 170 | $38.3M | $451,964 | $966,907 |
| 2023 | 169 | $35.3M | $415,232 | $935,407 |
| 2022 | 157 | $29.9M | $368,874 | $817,240 |
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 |
|---|---|---|---|---|
| GALECKI FINANCIAL | BROKERAGE INVEST ADVISOR | $74,478 | — | $74,478 |
| ASCENSUS CONSULTING | RECORDKEEPER | $31,199 | — | $31,199 |
| CHARLES SCHWAB BANK | CUSTODIAL | $18,834 | — | $18,834 |
| BADEN, GAGE & SCHROEDER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHARLES SCHWAB BANK — CUSTODIAL
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $124,511
- Estimated Expense Ratio: 0.325% 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 | $127,258 | $76,371 | — | — | — |
| 2023 | $127,678 | $85,082 | $26,278 | — | — |
| 2022 | $120,098 | $82,627 | $16,839 | — | $20,632 |