Plan Snapshot
- Plan Sponsor: Regenstrief Institute, INC.
- Sponsor EIN: 300007730
- Sponsor Address: 1101 WEST TENTH STREET, INDIANAPOLIS, IN, 46202
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 306
- Total Assets: $33.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 306 | $33.6M | $0 | $0 |
| 2024 | 181 | $31.4M | $824,324 | $857,250 |
| 2023 | 178 | $27.2M | $705,437 | $777,407 |
| 2022 | 171 | $24.0M | $700,512 | $734,817 |
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 |
|---|---|---|---|---|
| TIAA - TEACHERS INS & ANNUITY ASSOC | Custodian / Trustee | $37,023 | — | $37,023 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,023
- Estimated Expense Ratio: 0.110% 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 |
|---|---|---|---|---|---|
| 2025 | $4,218,942 | — | $23,684 | — | — |
| 2024 | $20,512 | — | $20,512 | — | — |
| 2023 | $20,567 | — | $20,567 | — | — |
| 2022 | $25,275 | — | $25,275 | — | — |