# Healthlinc, INC. DC Plan
Source: https://planprovider.pro/companies/healthlinc-inc-plan-002

> Healthlinc, INC.'s DC plan: 572 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/wipfli-llp) — TPA

- [NATIONWIDE](https://planprovider.pro/provider/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|—|—|

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