Plan Snapshot
- Plan Sponsor: Parkview Health System, INC.
- Sponsor EIN: 351972384
- Sponsor Address: 1450 PRODUCTION ROAD, FORT WAYNE, IN, 46808
- Plan Type: 403(b)
- Total Participants: 16,216
- Total Assets: $928.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | $928.5M | $0 | $77.9M |
| 2023 | 16,189 | $787.1M | $0 | $70.8M |
| 2022 | 15,122 | $634.1M | $0 | $63.7M |
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 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: $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 | $90,951 | $59,167 | $30,175 | — | — |
| 2023 | $89,836 | $42,869 | $26,138 | $19,110 | — |
| 2022 | $92,770 | — | $56,020 | — | $36,750 |