# Indiana Spine Group, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/indiana-spine-group-p-c-401k-plan

> Indiana Spine Group, P.C.'s 401(k) plan: 179 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Indiana Spine Group, P.C.

- **Sponsor EIN:** 352149412

- **Sponsor Address:** 13225 N. MERIDIAN, CARMEL, IN, 46032

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

- **Total Participants:** 179

- **Total Assets:** $36.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **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|179|$36.7M|$1.0M|$1.2M|

| 2023|167|$29.9M|$919,096|$1.1M|

| 2022|149|$23.9M|$836,393|$937,150|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$24,103|—|$24,103|

| PROCOURSE FIDUCIARY ADVISORS, LLC|INVESTMENT ADVISOR|$16,000|—|$16,000|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$8,887|—|$8,887|

| MOWERY & SCHOENFELD, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MOWERY & SCHOENFELD, LLC](https://planprovider.pro/provider/mowery-and-schoenfeld-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $48,990

- **Estimated Expense Ratio:** 0.134% 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|$48,990|$43,451|$1,769|—|—|

| 2023|$40,169|—|$37,929|—|—|

| 2022|$47,777|$45,752|$400|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/indiana-spine-group-p-c-401k-plan)

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