# Servant Hr, INC. 401(k) Plan
Source: https://planprovider.pro/companies/servant-hr-inc-401k-plan

> Servant Hr, INC.'s 401(k) plan: 527 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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