Plan Snapshot
- Plan Sponsor: Erie Family Health Center
- Sponsor EIN: 363088628
- Sponsor Address: 1701 WEST SUPERIOR STREET, CHICAGO, IL, 606225646
- Plan Type: 401(k)
- Total Participants: 808
- Total Assets: $41.6M
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 | 808 | $41.6M | $869,777 | $3.1M |
| 2023 | 778 | $35.7M | $823,477 | $2.9M |
| 2022 | 809 | $28.7M | $777,408 | $2.8M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $101,163 | — | $101,163 |
| WINTRUST INVESTMENTS LLC | Investment Advisor | $53,970 | $20 | $53,990 |
| ONEDIGITAL INVESTMENT ADVISORS | Investment Advisor | $42,246 | $14 | $42,260 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $197,413
- Estimated Expense Ratio: 0.475% 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 | $197,396 | $96,233 | $101,163 | — | — |
| 2023 | $161,674 | $76,953 | $84,721 | — | — |
| 2022 | $151,677 | $74,000 | $77,677 | — | — |