Plan Snapshot
- Plan Sponsor: Press Ganey Associates LLC
- Sponsor EIN: 351646289
- Sponsor Address: 1173 IGNITION PARK, SOUTH BEND, IN, 46601
- Plan Type: 401(k)
- Total Participants: 2,040
- Total Assets: $238.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 2,040 | $238.7M | $6.7M | $16.7M |
| 2023 | 2,001 | $205.4M | $767,587 | $15.6M |
| 2022 | 2,084 | $152.3M | $5.7M | $13.3M |
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 |
|---|---|---|---|---|
| CROWE LLP | Auditor | — | — | $0 |
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 | $347,905 | — | — | — | — |
| 2023 | $320,246 | — | — | — | — |
| 2022 | $285,820 | — | — | — | — |