Plan Snapshot
- Plan Sponsor: The Ford Meter Box Co., INC.
- Sponsor EIN: 350315220
- Sponsor Address: PO BOX 443, WABASH, IN, 46992
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 946
- Total Assets: $2.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 946 | $2.9M | $12.3M | $2.8M |
| 2023 | 869 | $3.0M | $10.5M | $2.6M |
| 2022 | 828 | $2.6M | $10.2M | $2.2M |
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 |
|---|---|---|---|---|
| ST VINCENT HEALTH W&P CARE INST INC | Other Service Provider | $776,191 | — | $776,191 |
| LUMINAIRE HEALTH BENEFITS, INC. | Other Service Provider | $358,248 | — | $358,248 |
| ANTHEM INSURANCE COMPANIES, INC. | Other Service Provider | $291,052 | — | $291,052 |
| HOSTCARE RESOURCES | Other Service Provider | $280,936 | — | $280,936 |
| MEDWATCH CASE MANAGEMENT | Other Service Provider | $106,262 | — | $106,262 |
| CROWN POINT MANAGEMENT CONSULTANTS | Other Service Provider | $34,785 | — | $34,785 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,847,474
- Estimated Expense Ratio: 63.973% 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 | $750,941 | — | $716,156 | — | — |
| 2023 | $468,393 | — | $433,843 | — | — |
| 2022 | $775,649 | — | $389,943 | — | $32,715 |