Plan Snapshot
- Plan Sponsor: North Shore Health Centers, INC
- Sponsor EIN: 352028588
- Sponsor Address: 6050 STERLING CREEK RD., PORTAGE, IN, 46368
- Plan Type: 401(k)
- Total Participants: 527
- Total Assets: $18.4M
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 | 527 | $18.4M | $981,953 | $1.9M |
| 2023 | 438 | $14.2M | $842,136 | $1.6M |
| 2022 | 378 | $11.1M | $768,150 | $1.4M |
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 |
|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | SERVICE PROVIDER | — | $75,073 | $75,073 |
| VOYA RETIREMENT ADVISORS, LLC | SERVICE PROVIDER | $23,146 | — | $23,146 |
| RETIREMENT PLAN CONCEPTS & SERVICES | TPA | — | $7,702 | $7,702 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $105,921
- Estimated Expense Ratio: 0.577% 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 | $32,609 | — | — | — | — |
| 2023 | $21,910 | — | — | — | — |
| 2022 | $20,592 | — | $20,592 | — | — |