Plan Snapshot
- Plan Sponsor: Indianapolis Colts, INC.
- Sponsor EIN: 362742509
- Sponsor Address: 7001 W 56TH ST, INDIANAPOLIS, IN, 462549725
- Plan Type: 401(k)
- Total Participants: 263
- Total Assets: $71.9M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 263 | $71.9M | $3.6M | $2.6M |
| 2023 | 261 | $58.8M | $3.3M | $2.4M |
| 2022 | 253 | $47.9M | $3.0M | $2.1M |
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 |
|---|---|---|---|---|
| SNYDER CAPITAL MANAGEMENT | NONE | $21,417 | — | $21,417 |
| JACKSON SQUARE PARTNERS | NONE | $11,820 | — | $11,820 |
| CAMBRIDGE ASSOCIATES | NONE | $11,690 | — | $11,690 |
| ARIEL INVESTMENTS, LLC | NONE | $11,662 | — | $11,662 |
| PNC BANK | NONE | $9,451 | — | $9,451 |
| TRINITY ASSET MANAGEMENT, LLP | NONE | $5,260 | — | $5,260 |
| PIMCO | NONE | $5,084 | — | $5,084 |
| CLIFTON LARSON ALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JACKSON SQUARE PARTNERS — NONE
- CLIFTON LARSON ALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $76,384
- Estimated Expense Ratio: 0.106% 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 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |