Plan Snapshot
- Plan Sponsor: Tender Loving Care Management
- Sponsor EIN: 351765894
- Sponsor Address: 1800 NORTH WABASH AVE, MARION, IN, 46952
- Plan Type: 401(k)
- Total Participants: 2,102
- Total Assets: $31.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 2,102 | $31.0M | $2.5M | $2.8M |
| 2023 | 1,874 | $25.4M | $1.7M | $2.4M |
| 2022 | 1,702 | $20.0M | $609,933 | $2.1M |
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 |
|---|---|---|---|---|
| DULIN WARD & DEWALD INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DULIN WARD & DEWALD INC. — 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 | $142,764 | $49,515 | — | — | — |
| 2023 | $114,746 | $41,231 | — | — | — |
| 2022 | $125,732 | — | — | — | — |