Plan Ledger DOL Form 5500 · updated monthly

Fort Wayne Medical Oncology and Hematology, Inc.401(k)

FORT WAYNE MEDICAL ONCOLOGY AND HEMATOLOGY, INC. 401(K) PLAN · FORT WAYNE, IN · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

Fort Wayne Medical Oncology and Hematology, Inc. reported $127,258 in plan administrative expenses for 2024: 0.35% of average plan assets, above the peer median. Employer contributions averaged $2,659 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 0.37% to 0.35%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 351st-largest of 1,562 plans among Indiana employers on file, and the 2,308th of 11,911 in health care & social assistance. In 2024, employees put in $2.14 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$38,327,482
Participants with balances227
Active participants170
Employer contributions$451,964
Employee contributions$966,907
Employer contribution per active participant$2,659
Average account balance$168,844
Benefits paid to participants$2,932,219
Plan auditUnmodified (clean) audit opinion
AuditorBADEN, GAGE & SCHROEDER
Plan history3
Yearassets · accounts · employer contribution
2024$38.3M · 227 accts · $452K emplr
2023$35.3M · 220 accts · $415K emplr
2022$29.9M · 220 accts · $369K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$31,199
Investment management$76,371
Trustee / custodial$13,717
Total administrative$127,258
The Fort Wayne Medical Oncology and Hematology, Inc. 401(k) match · 2024
Employer contribution per active participant$2,659
Median for plans this size$2,416
2024$2,659 per active participant
2023$2,457 per active participant
2022$2,350 per active participant

Fort Wayne Medical Oncology and Hematology, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20245
ASCENSUS CONSULTING · Contract administrator · Recordkeeping$31,199
GALECKI FINANCIAL · Investment advisory (plan)$74,478
CHARLES SCHWAB BANK · Custodial$18,834
PHILLIPS FINANCIAL MANAGEMENT · Investment advisory (plan)$1,893

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$127,258 · 0.35%
2023$127,678 · 0.39%
2022$120,098 · 0.37%
Same employer
Similar plansHealth Care & Social Assistance · Indiana
Heart of Cardon LLC IN$36.7M · 0.79%
Indiana Spine Group, P.C. IN$36.7M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351400631 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.