Franciscan Alliance, Inc.401(k)
ASSISI RETIREMENT PLAN · MISHAWAKA, IN · plan year 2024
Franciscan Alliance, Inc. reported $50,331 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. 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 rose from 0.05% to 0.07%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 187th-largest of 1,562 plans among Indiana employers on file, and the 1,321st of 11,911 in health care & social assistance. active participation has shrunk from 759 to 643 since 2022.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 351330472 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.