# Franciscan Alliance, INC. DB Plan
Source: https://planprovider.pro/companies/franciscan-alliance-inc-plan

> Franciscan Alliance, INC.'s DB plan: 294 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:** 352056396

- **Sponsor Address:** 1515 DRAGOON TRAIL, MISHAWAKA, IN, 465461290

- **Plan Type:** DB

- **Total Participants:** 294

- **Total Assets:** $30.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|294|$30.7M|$0|$0|

| 2023|312|$32.1M|$0|$0|

| 2022|355|$31.5M|$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|

| MERCER|NONE|$156,676|—|$156,676|

| NISA INVESTMENT ADVISORS, LLC|NONE|$33,679|—|$33,679|

| MERCER INVESTMENTS LLC|NONE|$17,000|—|$17,000|

| PRINCIPAL TRUST COMPANY|NONE|$11,427|—|$11,427|

| BLUE AND COMPANY, LLC.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PRINCIPAL TRUST COMPANY](https://planprovider.pro/provider/principal-financial-group-inc) — NONE

- [BLUE AND COMPANY, 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:** $218,782

- **Estimated Expense Ratio:** 0.712% 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|$350,487|$50,679|—|—|—|

| 2023|$449,519|$47,688|—|—|—|

| 2022|$430,933|$14,413|—|—|$245,473|

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