Plan Snapshot
- Plan Sponsor: Whites Residential Family And Services
- Sponsor EIN: 350883520
- Sponsor Address: 5233 SOUTH 50 EAST, WABASH, IN, 469928011
- Plan Type: 403(b)
- Total Participants: 295
- Total Assets: $10.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 295 | $10.5M | $248,296 | $590,196 |
| 2023 | 293 | $9.8M | $179,560 | $546,551 |
| 2022 | 284 | $8.6M | $177,695 | $533,682 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS — 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 | $29,884 | — | $29,884 | — | — |
| 2023 | $30,155 | — | — | — | — |
| 2022 | $37,066 | — | $37,066 | — | — |