Plan Snapshot
- Plan Sponsor: 2014 Health, LLC
- Sponsor EIN: 465717505
- Sponsor Address: 555 WILSON LANE, DES PLAINES, IL, 60016
- Plan Type: 401(k)
- Total Participants: 2,262
- Total Assets: $21.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,262 | $21.6M | $1.6M | $2.8M |
| 2023 | 2,001 | $17.7M | $1.5M | $2.6M |
| 2022 | 1,842 | $12.9M | $1.3M | $2.4M |
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 |
|---|---|---|---|---|
| PKF O'CONNOR DAVIES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PKF O'CONNOR DAVIES, LLP — 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 | $123,023 | — | $123,023 | — | — |
| 2023 | $164,087 | $78,805 | $18,943 | — | — |
| 2022 | $137,048 | — | $137,048 | — | — |