Plan Snapshot
- Plan Sponsor: Windrose Health Network INC.
- Sponsor EIN: 352001054
- Sponsor Address: 1052 GREENWOOD SPRINGS BLVD, GREENWOOD, IN, 461436896
- Plan Type: 401(k)
- Total Participants: 152
- Total Assets: $9.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 152 | $9.4M | $373,460 | $661,009 |
| 2023 | 147 | $8.4M | $359,669 | $662,102 |
| 2022 | 137 | $6.3M | $307,393 | $586,507 |
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 & CO., LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLUE & CO., 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 | $53,872 | — | $53,872 | — | — |
| 2023 | $47,367 | — | $47,367 | — | — |
| 2022 | $38,258 | — | $38,258 | — | — |