# Franciscan Alliance, INC. 401(k) Plan
Source: https://planprovider.pro/companies/franciscan-alliance-inc-401k-plan

> Franciscan Alliance, INC.'s 401(k) plan: 643 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Franciscan Alliance, INC.

- **Sponsor EIN:** 351330472

- **Sponsor Address:** 1515 W DRAGOON TRAIL, MISHAWAKA, IN, 465444710

- **Plan Type:** 401(k)

- **Total Participants:** 643

- **Total Assets:** $77.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **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|643|$77.3M|$0|$0|

| 2023|691|$72.3M|$0|$0|

| 2022|759|$67.7M|$0|$0|

## 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|

| VALIC RETIREMENT SERVICES COMPANY|NONE|$50,331|—|$50,331|

| BLUE & CO, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BLUE & CO, LLC](https://planprovider.pro/provider/blue-and-co-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $50,331

- **Estimated Expense Ratio:** 0.065% 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|$50,331|—|$50,331|—|—|

| 2023|$42,019|—|$42,019|—|—|

| 2022|$39,902|—|$39,902|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/franciscan-alliance-inc-401k-plan)

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