# Hoosier Uplands Economic Development Corporation 403(b) Plan
Source: https://planprovider.pro/companies/hoosier-uplands-economic-development-corporation-403b-plan

> Hoosier Uplands Economic Development Corporation's 403(b) plan: 221 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hoosier Uplands Economic Development Corporation

- **Sponsor EIN:** 351115492

- **Sponsor Address:** 500 W MAIN ST, MITCHELL, IN, 474461411

- **Plan Type:** 403(b)

- **Total Participants:** 221

- **Total Assets:** $6.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|221|$6.9M|$224,602|$305,004|

| 2023|229|$6.1M|$195,428|$271,395|

| 2022|237|$5.1M|$182,105|$247,758|

## 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|

| CHERRY BEKAERT LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$45,503|$27,171|$1,400|—|—|

| 2023|$37,304|$22,554|$850|—|—|

| 2022|$34,051|$20,254|$13,797|—|—|

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