Plan Snapshot
- Plan Sponsor: Retirement Living, INC. Dba Marquette Manor
- Sponsor EIN: 351393773
- Sponsor Address: 8140 TOWNSHIP LINE ROAD, INDIANAPOLIS, IN, 46260
- Plan Type: 403(b)
- Total Participants: 297
- Total Assets: $3.7M
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 | 297 | $3.7M | $94,477 | $242,434 |
| 2023 | 275 | $3.7M | $82,439 | $198,401 |
| 2022 | 253 | $3.6M | $91,592 | $210,526 |
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 | 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 | $13,015 | — | $13,015 | — | — |
| 2023 | $11,417 | — | $11,417 | — | — |
| 2022 | $11,239 | — | $11,239 | — | — |