Plan Snapshot
- Plan Sponsor: Chestnut Health Systems, INC.
- Sponsor EIN: 370964629
- Sponsor Address: 1003 MARTIN LUTHER KING DRIVE, BLOOMINGTON, IL, 617011429
- Plan Type: 401(k)
- Total Participants: 808
- Total Assets: $41.6M
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 | 808 | $41.6M | $1.3M | $3.8M |
| 2023 | 790 | $37.1M | $1.1M | $3.2M |
| 2022 | 671 | $31.8M | $953,229 | $2.9M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLENLLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLENLLP — 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 | $191,878 | $78,759 | — | — | — |
| 2023 | $206,854 | $69,776 | — | — | — |
| 2022 | $198,059 | $63,616 | — | — | $134,443 |