Plan Snapshot
- Plan Sponsor: Providence Health Care, INC.
- Sponsor EIN: 611419325
- Sponsor Address: PO BOX 97, ST. MARY OF THE WOOD, IN, 47876
- Plan Type: 401(k)
- Total Participants: 111
- Total Assets: $1.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 111 | $1.3M | $49,095 | $127,938 |
| 2023 | 117 | $1.1M | $59,850 | $129,030 |
| 2022 | 88 | $906,227 | $55,924 | $149,094 |
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 |
|---|---|---|---|---|
| BLUE & CO., LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLUE & CO., LLC — 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 | $14,409 | — | $14,409 | — | — |
| 2023 | $6,490 | — | $6,490 | — | — |
| 2022 | $3,106 | — | $3,106 | — | — |