Plan Snapshot
- Plan Sponsor: The Arc Of Northeast Indiana, INC.
- Sponsor EIN: 350998711
- Sponsor Address: 4919 COLDWATER ROAD, FORT WAYNE, IN, 468255532
- Plan Type: 401(k)
- Total Participants: 493
- Total Assets: $8.5M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 493 | $8.5M | $206,885 | $496,135 |
| 2023 | 570 | $7.6M | $211,907 | $517,051 |
| 2022 | 625 | $7.8M | $218,477 | $548,356 |
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 — 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 | $29,108 | — | $29,108 | — | — |
| 2023 | $11,023 | — | $10,965 | — | — |
| 2022 | $16,819 | — | $16,819 | — | — |