Plan Ledger DOL Form 5500 · updated monthly

Aging and In-Home Services of Northeast Indiana Inc403(b)

AGING AND IN-HOME SERVICES OF NORTHEAST INDIANA INC RETIREMENT PLAN · FORT WAYNE, IN · plan year 2024

Reported admin expense ratio · 2024
0.05%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Aging and In-Home Services of Northeast Indiana Inc reported $3,391 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,545 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.06% to 0.05%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Indiana (1,036th of 1,562), and 6,757th of 11,911 in health care & social assistance. In 2024, employees put in $1.89 for every $1.00 the employer contributed; active participation has grown from 124 to 159 since 2022.

Plan summary
Net assets, end of year$7,234,333
Participants with balances172
Active participants159
Employer contributions$245,607
Employee contributions$464,734
Employer contribution per active participant$1,545
Average account balance$42,060
Benefits paid to participants$555,774
Plan auditUnmodified (clean) audit opinion
AuditorCOMER, NOWLING AND ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$7.2M · 172 accts · $246K emplr
2023$6.2M · 167 accts · $282K emplr
2022$4.7M · 156 accts · $251K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,391
Total administrative$3,391
Employer contributions to the Aging and In-Home Services of Northeast Indiana Inc plan · 2024
Employer contribution per active participant$1,545
Median for plans this size$1,313
2024$1,545 per active participant
2023$1,808 per active participant
2022$2,022 per active participant

Aging and In-Home Services of Northeast Indiana Inc's 2024 employer contribution ran above the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
LINCOLN NATIONAL CORPORATION · Contract administrator$5,494

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$3,391 · 0.05%
2023$3,129 · 0.06%
2022$2,972 · 0.06%
Similar plansHealth Care & Social Assistance · Indiana
Incremedical, LLC IN$7.9M · 0.29%
Swiss Village, Inc IN$7.5M · 0.09%
Prokids, Inc. IN$7.0M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351341437 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.