Plan Snapshot
- Plan Sponsor: Carle Foundation Hospital And Affiliates
- Sponsor EIN: 371119538
- Sponsor Address: 611 WEST PARK STREET, URBANA, IL, 61801
- Plan Type: 401(k)
- Total Participants: 16,060
- Total Assets: $1.4B
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 | 16,060 | $1.4B | $32.9M | $91.6M |
| 2023 | 15,967 | $1.2B | $18.8M | $74.9M |
| 2022 | 10,985 | $860.8M | $47.7M | $59.1M |
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 |
|---|---|---|---|---|
| MH CPA PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MH CPA PLLC — 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 | $1,763,542 | — | — | — | — |
| 2023 | $848,995 | — | — | — | — |
| 2022 | $954,197 | — | — | — | $954,197 |