Plan Snapshot
- Plan Sponsor: University Of Indianapolis
- Sponsor EIN: 350868107
- Sponsor Address: 1400 EAST HANNA AVENUE, INDIANAPOLIS, IN, 46227
- Plan Type: 401(k)
- Plan Number: 508
- Total Participants: 324
- Total Assets: $3.7M
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 | 324 | $3.7M | $0 | $12,061 |
| 2023 | 349 | $3.5M | $0 | $16,153 |
| 2022 | 509 | $3.2M | $147,156 | $19,244 |
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 |
|---|---|---|---|---|
| EMERITI RETIRMENT HEALTH SOLUTIONS | Other Service Provider | $23,201 | — | $23,201 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,201
- Estimated Expense Ratio: 0.630% 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 | $23,201 | — | $23,201 | — | — |
| 2023 | $21,301 | — | $21,301 | — | — |
| 2022 | $19,323 | — | $19,323 | — | — |