Plan Snapshot
- Plan Sponsor: Alivio Medical Center
- Sponsor EIN: 363661051
- Sponsor Address: 966 W. 21ST STREEET, CHICAGO, IL, 60608
- Plan Type: 401(k)
- Total Participants: 208
- Total Assets: $8.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 208 | $8.6M | $79,987 | $688,011 |
| 2023 | 243 | $7.5M | $84,402 | $690,580 |
| 2022 | 265 | $6.0M | $64,968 | $671,382 |
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 |
|---|---|---|---|---|
| EIFEL RAMBO ADVISORY GROUP, LTD | Auditor | — | — | $0 |
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 | $50,383 | $15,998 | $11,440 | — | — |
| 2023 | $50,148 | $6,813 | $43,334 | — | — |
| 2022 | $40,411 | $40,411 | — | — | — |