# Physicians Health Plan Of Northern 401(k) Plan
Source: https://planprovider.pro/companies/physicians-health-plan-of-northern-401k-plan

> Physicians Health Plan Of Northern's 401(k) plan: 146 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Physicians Health Plan Of Northern

- **Sponsor EIN:** 311069321

- **Sponsor Address:** 1700 MAGNAVOX WAY STE 201, FORT WAYNE, IN, 46804

- **Plan Type:** 401(k)

- **Total Participants:** 146

- **Total Assets:** $24.2M

## 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|146|$24.2M|$594,221|$950,329|

| 2023|157|$20.4M|$565,608|$982,100|

| 2022|155|$18.3M|$618,976|$952,832|

## 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|

| VOYA RETIREMENT INSURANCE & ANNUITY|RECORD KEEPER|$71,445|—|$71,445|

| SAGEVIEW ADVISORY GROUP, LLC|SERVICE PROVIDER|—|$38,305|$38,305|

| BADEN, GAGE & SCHROEDER, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SAGEVIEW ADVISORY GROUP, LLC](https://planprovider.pro/provider/sageview-advisory-group) — SERVICE PROVIDER

- [BADEN, GAGE & SCHROEDER, LLC](https://planprovider.pro/provider/baden-gage-and-schroeder-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $109,750

- **Estimated Expense Ratio:** 0.453% 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|$71,445|—|$70,395|—|—|

| 2023|$62,194|—|$60,944|—|—|

| 2022|$64,286|—|—|—|—|

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