# Esperanza Health Centers 401(k) Plan
Source: https://planprovider.pro/companies/esperanza-health-centers-401k-plan

> Esperanza Health Centers's 401(k) plan: 391 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Esperanza Health Centers

- **Sponsor EIN:** 320115907

- **Sponsor Address:** 1940 S WESTERN AVE #205, CHICAGO, IL, 60608

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

- **Total Participants:** 391

- **Total Assets:** $16.4M

## 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|391|$16.4M|$222,423|$2.0M|

| 2023|350|$13.6M|$307,728|$1.8M|

| 2022|348|$10.0M|$890,150|$1.6M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$32,367|—|$32,367|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $32,367

- **Estimated Expense Ratio:** 0.197% 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|$32,367|—|—|—|—|

| 2023|$19,714|—|$300|—|—|

| 2022|$8,922|—|—|—|—|

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