Plan Snapshot
- Plan Sponsor: Professional Emergency Physicians,
- Sponsor EIN: 351183940
- Sponsor Address: 608 UNION CHAPEL RD, FORT WAYNE, IN, 46845
- Plan Type: 401(k)
- Total Participants: 132
- Total Assets: $66.8M
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 | 132 | $66.8M | $2.3M | $1.9M |
| 2023 | 115 | $56.3M | $2.1M | $1.8M |
| 2022 | 100 | $44.5M | $2.0M | $1.6M |
| 2020 | 119 | $46.6M | $1.8M | $1.3M |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | Other Service Provider | $89,081 | $149 | $89,230 |
| PETTINGA FINANCIAL ADVISORS, LLC | Investment Advisor | — | $46,287 | $46,287 |
| MORNINGSTAR | Recordkeeper | — | $9,360 | $9,360 |
| VOYA RETIREMENT ADVISORS, LLC | Other Service Provider | $8,178 | — | $8,178 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PETTINGA FINANCIAL ADVISORS, LLC — Investment Advisor
- MORNINGSTAR — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $153,055
- Estimated Expense Ratio: 0.229% 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 | $97,259 | $8,178 | $87,979 | — | — |
| 2023 | $72,873 | $5,853 | $66,870 | — | — |
| 2022 | $75,570 | — | — | — | — |
| 2020 | — | — | — | — | — |