Plan Snapshot
- Plan Sponsor: Parkview Health System, INC.
- Sponsor EIN: 351972384
- Sponsor Address: 1450 PRODUCTION ROAD, FORT WAYNE, IN, 46808
- Plan Type: 401(k)
- Total Participants: 16,216
- Total Assets: $794.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 16,216 | $794.5M | $74.1M | $0 |
| 2023 | 17,486 | $671.7M | $66.0M | $0 |
| 2022 | 16,241 | $546.2M | $60.6M | $195,889 |
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 |
|---|---|---|---|---|
| HIGHLAND ASSOCIATES, INC. | ADVISORY | $59,167 | — | $59,167 |
| FORVIS MAZARS, LLP | Auditor | $59,167 | — | $59,167 |
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: $118,334
- Estimated Expense Ratio: 0.015% 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 | $61,142 | — | $1,975 | $59,167 | — |
| 2023 | $62,954 | $42,869 | $975 | $19,110 | — |
| 2022 | $54,769 | $17,500 | $519 | — | $36,750 |