# Partners For Rural Impact 403(b) Plan
Source: https://planprovider.pro/companies/partners-for-rural-impact-403b-plan

> Partners For Rural Impact's 403(b) plan: 352 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Partners For Rural Impact

- **Sponsor EIN:** 872937264

- **Sponsor Address:** 439 WALNUT MEADOW ROAD, BEREA, KY, 40403

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

- **Total Participants:** 352

- **Total Assets:** $9.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **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|352|$9.1M|$1.7M|$1.0M|

| 2023|292|$1.9M|$926,423|$571,421|

| 2022|45|$79,208|$76,462|$3,745|

## 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|

| LINCOLN NATIONAL CORPORATION|SERVICE PROVIDER|$32,637|—|$32,637|

| CROWE, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [LINCOLN NATIONAL CORPORATION](https://planprovider.pro/provider/lincoln-financial-group) — SERVICE PROVIDER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $32,637

- **Estimated Expense Ratio:** 0.360% 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|$32,637|—|$32,637|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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