# Indiana Health Centers, INC. 401(k) Plan
Source: https://planprovider.pro/companies/indiana-health-centers-inc-401k-plan

> Indiana Health Centers, INC.'s 401(k) plan: 328 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Indiana Health Centers, INC.

- **Sponsor EIN:** 311003977

- **Sponsor Address:** 8003 CASTLEWAY DR, INDIANAPOLIS, IN, 46250

- **Plan Type:** 401(k)

- **Total Participants:** 328

- **Total Assets:** $14.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **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|328|$14.9M|$472,773|$1.1M|

| 2023|336|$14.9M|$433,713|$1.1M|

| 2022|271|$12.4M|$379,695|$952,708|

## 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|

| MUTUAL OF AMERICA INVESTMENT CORP|RECORDKEEPER/BOOKKEEPER|$5,939|—|$5,939|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$5,052|—|$5,052|

| COHNREZNICK LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $10,991

- **Estimated Expense Ratio:** 0.074% 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|$10,991|—|$10,991|—|—|

| 2023|$1,530|—|—|—|—|

| 2022|$2,129|—|—|—|—|

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