Plan Snapshot
- Plan Sponsor: The Jane Pauley Community Health
- Sponsor EIN: 010945309
- Sponsor Address: 1503 NORTH MITTHOEFFER, INDIANAPOLIS, IN, 46229
- Plan Type: 401(k)
- Total Participants: 217
- Total Assets: $10.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 217 | $10.0M | $952,958 | $1.4M |
| 2023 | 211 | $7.4M | $757,970 | $1.1M |
| 2022 | 179 | $5.0M | $652,950 | $875,914 |
| 2020 | 176 | $3.8M | $0 | $0 |
| 2019 | 169 | $2.1M | $0 | $0 |
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 AND COMPANY LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLUE AND COMPANY 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 | $15,491 | $1,158 | — | — | — |
| 2023 | $10,137 | $410 | — | — | — |
| 2022 | $8,861 | — | — | — | — |
| 2020 | $4,286 | — | — | — | — |
| 2019 | $3,470 | — | — | — | — |