# Lasting Change, INC. 403(b) Plan
Source: https://planprovider.pro/companies/lasting-change-inc-plan-001

> Lasting Change, INC.'s 403(b) plan: 485 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lasting Change, INC.

- **Sponsor EIN:** 351167389

- **Sponsor Address:** 4150 ILLINOIS ROAD, FORT WAYNE, IN, 46804

- **Plan Type:** 403(b)

- **Total Participants:** 485

- **Total Assets:** $8.5M

## 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|485|$8.5M|$684,161|$1.0M|

| 2023|508|$7.1M|$632,602|$930,174|

| 2022|581|$5.3M|$381,511|$708,035|

## 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|

| FORVIS LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FORVIS LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## 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|$71,375|$35,992|$31,281|—|—|

| 2023|$61,555|$29,003|$22,744|—|—|

| 2022|$44,072|$19,811|$24,261|—|—|

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