Plan Snapshot
- Plan Sponsor: St. Anne Home Of The Diocese Of Fort Wayne-South Bend, INC.
- Sponsor EIN: 352024406
- Sponsor Address: 1900 RANDALLIA DRIVE, FORT WAYNE, IN, 46805
- Plan Type: 403(b)
- Total Participants: 250
- Total Assets: $4.6M
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 | 250 | $4.6M | $94,532 | $299,828 |
| 2023 | 309 | $4.3M | $97,511 | $299,287 |
| 2022 | 435 | $4.2M | $100,214 | $329,800 |
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 |
|---|---|---|---|---|
| SYM FINANCIAL ADVISORS | Investment Advisor | $24,502 | — | $24,502 |
| KT ADMINISTRATORS, LLC | Other Service Provider | $24,039 | — | $24,039 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SYM FINANCIAL ADVISORS — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $48,541
- Estimated Expense Ratio: 1.057% 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 |
|---|---|---|---|---|---|
| 2024 | $49,382 | $24,502 | — | — | — |
| 2023 | $48,609 | $27,514 | — | — | — |
| 2022 | $48,626 | — | — | — | $48,626 |