# Central States, Se & Sw Areas Health & Pension Funds 401(k) Plan
Source: https://planprovider.pro/companies/central-states-se-sw-areas-health-pension-funds-plan

> Central States, Se & Sw Areas Health & Pension Funds's 401(k) plan: 730 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Central States, Se & Sw Areas Health & Pension Funds

- **Sponsor EIN:** 362154936

- **Sponsor Address:** 8647 WEST HIGGINS ROAD, CHICAGO, IL, 606312803

- **Plan Type:** 401(k)

- **Total Participants:** 730

- **Total Assets:** $140.2M

## 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|730|$140.2M|$2.7M|$6.7M|

| 2023|704|$122.2M|$2.5M|$6.4M|

| 2022|690|$99.0M|$2.4M|$6.0M|

## 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|

| SCHWAB RETIREMENT PLAN SERVICES,INC|NONE|$24,109|—|$24,109|

| WITHUMSMITH+BROWN,PC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SCHWAB RETIREMENT PLAN SERVICES,INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [WITHUMSMITH+BROWN,PC](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $24,109

- **Estimated Expense Ratio:** 0.017% of plan assets

### 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|$24,109|$16,291|—|—|—|

| 2023|$44,360|$11,763|—|$23,328|—|

| 2022|$41,120|—|—|—|$24,400|

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