# Independent Colleges Of Indiana Association, INC 403(b) Plan
Source: https://planprovider.pro/companies/independent-colleges-of-indiana-association-inc-403b-plan

> Independent Colleges Of Indiana Association, INC's 403(b) plan: 2,971 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Independent Colleges Of Indiana Association, INC

- **Sponsor EIN:** 310901001

- **Sponsor Address:** 601 S. MERIDIAN STREET, INDIANAPOLIS, IN, 46225

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

- **Total Participants:** 2,971

- **Total Assets:** $480.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|2,971|$480.6M|$9.3M|$8.7M|

| 2023|2,722|$448.5M|$8.5M|$8.4M|

| 2022|2,684|$408.7M|$8.3M|$8.3M|

## 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|

| MILLENIUM ADVISORY SVCS, INC|INVESTMENT ADVISOR|$509,592|—|$509,592|

| PLANPILOT|PLAN INVESTMENT ADVISOR|$199,245|—|$199,245|

| PENTEGRA SERVICES, INC|ADMINISTRATOR|$165,488|—|$165,488|

| TIAA|INVESTMENT PROVIDER|$139,713|—|$139,713|

| CLIFTON LARSON ALLEN LLP|AUDITOR|$29,815|—|$29,815|

| PRM CONSULTING INC|CONSULTING|$27,000|—|$27,000|

| LAW OFFICES OF ALLEN T STEINBERG PC|ATTORNEY|$12,756|—|$12,756|

### Verified Provider Profiles

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

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — INVESTMENT PROVIDER

- [CLIFTON LARSON ALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,083,609

- **Estimated Expense Ratio:** 0.225% 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|$1,083,548|—|$607,006|—|—|

| 2023|$992,810|—|$615,241|$2,015|—|

| 2022|$939,461|$345,047|$586,239|—|—|

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