Plan Snapshot
- Plan Sponsor: Women'S Health Care, P.C.
- Sponsor EIN: 351966296
- Sponsor Address: 4199 GATEWAY BLVD STE 2450, NEWBURGH, IN, 476308971
- Plan Type: DC
- Total Participants: 114
- Total Assets: $21.7M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 114 | $21.7M | $965,726 | $705,697 |
| 2023 | 118 | $21.5M | $860,774 | $714,869 |
| 2022 | 114 | $24.3M | $883,320 | $689,326 |
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 |
|---|---|---|---|---|
| AMERICAN TRUST COMPANY | CONTRACT ADMIN | $44,793 | — | $44,793 |
| SIKICH FINANCIAL | INVESTMENT ADVISOR | $17,086 | — | $17,086 |
| WEINZAPFEL & CO., LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEINZAPFEL & CO., LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $61,879
- Estimated Expense Ratio: 0.285% 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 | $61,879 | — | — | — | — |
| 2023 | $88,184 | — | — | — | — |
| 2022 | $88,805 | $27,679 | $61,126 | — | — |