Plan Snapshot
- Plan Sponsor: Indiana Oral & Maxillofacial Surgery Associates,
- Sponsor EIN: 351956068
- Sponsor Address: 10972 ALLISONVILLE RD STE 110, FISHERS, IN, 460382639
- Plan Type: DC
- Total Participants: 94
- Total Assets: $36.3M
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 | 94 | $36.3M | $687,719 | $527,054 |
| 2023 | 95 | $33.4M | $667,176 | $507,757 |
| 2022 | 101 | $30.8M | $682,170 | $543,140 |
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 |
|---|---|---|---|---|
| L.M. HENDERSON & COMPANY, 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 | $4,300 | — | $4,300 | — | — |
| 2023 | $5,299 | — | $5,299 | — | — |
| 2022 | $4,804 | — | $4,804 | — | — |