Plan Snapshot
- Plan Sponsor: Healthlinc, INC.
- Sponsor EIN: 352147791
- Sponsor Address: 2401 VALLEY DRIVE, VALPARAISO, IN, 46383
- Plan Type: DC
- Total Participants: 572
- Total Assets: $16.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 572 | $16.7M | $829,825 | $1.6M |
| 2023 | 504 | $14.6M | $781,874 | $1.5M |
| 2022 | 480 | $11.4M | $710,154 | $1.3M |
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 |
|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH | INVESTMENT ADVISORY | — | $155,653 | $155,653 |
| WIPFLI LLP | TPA | $10,972 | $973 | $11,945 |
| NATIONWIDE | RECORDKEEPER | $6,563 | — | $6,563 |
| COMER NOWLING AND ASSOCIATES P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI LLP — TPA
- NATIONWIDE — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $174,161
- Estimated Expense Ratio: 1.041% 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 | $23,423 | — | — | — | — |
| 2023 | $20,273 | — | $20,273 | — | — |
| 2022 | $9,880 | — | $9,880 | — | — |