Plan Snapshot
- Plan Sponsor: Peoples Bank
- Sponsor EIN: 350576197
- Sponsor Address: 9204 COLUMBIA AVENUE, MUNSTER, IN, 46321
- Plan Type: DC
- Total Participants: 290
- Total Assets: $34.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 290 | $34.8M | $447,621 | $1.4M |
| 2023 | 289 | $32.0M | $466,369 | $1.5M |
| 2022 | 312 | $34.0M | $478,794 | $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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN 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 | $115,468 | — | — | — | — |
| 2023 | $97,831 | — | $2,163 | — | — |
| 2022 | $132,677 | — | — | — | $132,677 |