Plan Snapshot
- Plan Sponsor: Servant Hr, INC.
- Sponsor EIN: 300190462
- Sponsor Address: 10412 ALLISONVILLE ROAD, FISHERS, IN, 46038
- Plan Type: 401(k)
- Total Participants: 527
- Total Assets: $25.0M
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 | 527 | $25.0M | $942,387 | $2.4M |
| 2023 | 534 | $19.3M | $800,170 | $2.1M |
| 2022 | 520 | $16.1M | $756,730 | $2.0M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $201,847 | — | $154,647 | — | — |
| 2023 | $153,960 | — | $131,924 | — | — |
| 2022 | $138,364 | $16,640 | $121,724 | — | — |