Financial Health Network INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Financial Health Network INC.
  • Sponsor EIN: 203006098
  • Sponsor Address: 30 N. LASALLE ST. STE 2040, CHICAGO, IL, 60602
  • Plan Type: 401(k)
  • Total Participants: 39
  • Total Assets: $10.1M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202439$10.1M$176,667$502,477
202340$9.1M$188,292$591,351
202260$7.9M$305,065$820,985

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