Plan Snapshot
- Plan Sponsor: Advocate Aurora Health, INC
- Sponsor EIN: 824184596
- Sponsor Address: 750 W. VIRGINA ST, MILWAUKEE, WI, 53204
- Plan Type: 401(k)
- Total Participants: 83,445
- Total Assets: $10.5B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 83,445 | $10.5B | $355.0M | $552.0M |
| 2023 | 80,015 | $9.1B | $328.0M | $513.0M |
| 2022 | 76,956 | $7.5B | $308.5M | $482.2M |
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 | $6,644,598 | $2,948,521 | — | — | — |
| 2023 | $5,630,542 | $2,196,479 | — | $35,970 | — |
| 2022 | $4,741,314 | $1,996,696 | — | — | $49,800 |