Plan Snapshot
- Plan Sponsor: United Methodist Memorial Home
- Sponsor EIN: 350877581
- Sponsor Address: 801 HUNTINGTON AVE., WARREN, IN, 46792
- Plan Type: 403(b)
- Total Participants: 507
- Total Assets: $5.5M
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 | 507 | $5.5M | $381,494 | $665,515 |
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 |
|---|---|---|---|---|
| LJI WEALTH MANAGEMENT, LLC | Investment Advisor | $13,742 | — | $13,742 |
| AMERICAN PENSION ADVISORS | Recordkeeper | $7,259 | — | $7,259 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LJI WEALTH MANAGEMENT, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,001
- Estimated Expense Ratio: 0.381% 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 | $20,130 | — | — | — | — |