Plan Snapshot
- Plan Sponsor: Indiana Legal Services, INC.
- Sponsor EIN: 356059654
- Sponsor Address: 1200 MADISON AVE STE 300, INDIANAPOLIS, IN, 462251616
- Plan Type: 401(k)
- Total Participants: 174
- Total Assets: $17.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 174 | $17.3M | $209,908 | $605,630 |
| 2023 | 181 | $14.3M | $202,618 | $545,337 |
| 2022 | 163 | $12.3M | $162,317 | $454,543 |
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 |
|---|---|---|---|---|
| CROWE 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 | $1,375 | — | — | — | — |
| 2023 | $1,052 | — | — | — | — |
| 2022 | $2,060 | — | — | — | — |