Plan Snapshot
- Plan Sponsor: Access Community Health Network
- Sponsor EIN: 363317058
- Sponsor Address: 600 WEST FULTON STREET, SUITE 200, CHICAGO, IL, 606611262
- Plan Type: 403(b)
- Total Participants: 1,071
- Total Assets: $71.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 1,071 | $71.6M | $0 | $5.4M |
| 2023 | 1,108 | $63.5M | $2.6M | $5.7M |
| 2022 | 1,073 | $50.0M | $2.8M | $4.8M |
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 |
|---|---|---|---|---|
| CLIFTON LARSON ALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTON LARSON ALLEN 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 | $223,706 | $62,969 | $160,737 | — | — |
| 2023 | $193,582 | $57,939 | $135,643 | — | — |
| 2022 | $140,124 | $52,000 | $88,124 | — | — |