# Fort Wayne Medical Oncology And Hematology, INC. 401(k) Plan
Source: https://planprovider.pro/companies/fort-wayne-medical-oncology-and-hematology-inc-401k-plan

> Fort Wayne Medical Oncology And Hematology, INC.'s 401(k) plan: 170 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — 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|

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