Plan Snapshot
- Plan Sponsor: Maple City Health Care Center, INC.
- Sponsor EIN: 351749398
- Sponsor Address: 213 MIDDLEBURY STREET, GOSHEN, IN, 46528
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 196
- Total Assets: $10.0M
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. |
|---|---|---|---|---|
| 2025 | 196 | $10.0M | $0 | $0 |
| 2024 | 151 | $8.0M | $444,238 | $455,818 |
| 2023 | 171 | $6.8M | $384,014 | $364,557 |
| 2022 | 131 | $5.5M | $448,439 | $356,011 |
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 |
|---|---|---|---|---|
| EVERENCE TRUST COMPANY | Other Service Provider | $27,521 | — | $27,521 |
| ASCENSUS LLC | Other Service Provider | $21,065 | $38 | $21,103 |
| KRUGGEL LAWTON CPA | Other Service Provider | $14,900 | — | $14,900 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $63,524
- Estimated Expense Ratio: 0.637% 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 |
|---|---|---|---|---|---|
| 2025 | $400,832 | $27,521 | $21,065 | $14,900 | — |
| 2024 | $39,174 | $11,499 | $9,964 | $11,500 | — |
| 2023 | $25,991 | $5,500 | $9,991 | $10,500 | — |
| 2022 | $27,100 | $5,500 | $9,100 | — | $12,500 |