Plan Snapshot
- Plan Sponsor: Aa Healthcare Management LLC
- Sponsor EIN: 262540458
- Sponsor Address: 5454 FARGO AVE, SKOKIE, IL, 600773210
- Plan Type: 401(k)
- Total Participants: 1,184
- Total Assets: $5.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 1,184 | $5.4M | $351,467 | $854,037 |
| 2023 | 938 | $3.7M | $281,325 | $627,059 |
| 2022 | 868 | $2.7M | $264,834 | $638,522 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $51,144 | — | $51,144 |
| MML INVESTORS SERVICES LLC | Investment Advisor | — | $18,530 | $18,530 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MML INVESTORS SERVICES LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $69,674
- Estimated Expense Ratio: 1.294% 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 | $51,144 | — | $51,144 | — | — |
| 2023 | $22,746 | — | $22,746 | — | — |
| 2022 | $14,364 | — | $14,364 | — | — |