# South Bend Medical Foundation, INC 403(b) Plan
Source: https://planprovider.pro/companies/south-bend-medical-foundation-inc-403b-plan

> South Bend Medical Foundation, INC's 403(b) plan: 138 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** South Bend Medical Foundation, INC

- **Sponsor EIN:** 350868178

- **Sponsor Address:** 3355 DOUGLAS ROAD, SOUTH BEND, IN, 46635

- **Plan Type:** 403(b)

- **Total Participants:** 138

- **Total Assets:** $17.1M

## 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|138|$17.1M|$57,192|$569,910|

| 2023|154|$16.8M|$58,269|$586,994|

| 2022|150|$15.1M|$60,307|$569,173|

## 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](https://planprovider.pro/provider/blue-and-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|$84,943|$34,526|—|—|—|

| 2023|$78,657|$33,520|—|—|—|

| 2022|$78,238|$32,543|—|—|—|

## Similar Plans

- [Radiology, INC.](https://planprovider.pro/companies/radiology-inc-401k-plan) — 63 participants

- [Allied Hospital Pathologists, P.C.](https://planprovider.pro/companies/allied-hospital-pathologists-p-c-plan) — 15 participants

- [Alverno Provena Hospital Laboratories, INC.](https://planprovider.pro/companies/alverno-provena-hospital-laboratories-inc-401k-plan) — 2,577 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/south-bend-medical-foundation-inc-403b-plan)

© 2026 PlanProvider.Pro