Plan Snapshot
- Plan Sponsor: Aperion Care, INC.
- Sponsor EIN: 465646073
- Sponsor Address: 4655 W. CHASE AVENUE, LINCOLNWOOD, IL, 60712
- Plan Type: 401(k)
- Total Participants: 4,396
- Total Assets: $13.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 4,396 | $13.8M | $459,386 | $2.4M |
| 2023 | 3,179 | $7.5M | $221,642 | $1.3M |
| 2022 | 2,627 | $5.7M | $169,408 | $988,024 |
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 |
|---|---|---|---|---|
| CASSELL PLAN AUDITS P.C. | 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 | $155,117 | — | $155,117 | — | — |
| 2023 | $59,362 | — | $59,362 | — | — |
| 2022 | $62,645 | — | $51,279 | — | — |