Plan Snapshot
- Plan Sponsor: H2o Clinical LLC
- Sponsor EIN: 452125884
- Sponsor Address: 881 BUSSE ROAD, ELK GROVE VILLAGE, IL, 60007
- Plan Type: 401(k)
- Total Participants: 52
- Total Assets: $5.6M
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 | 52 | $5.6M | $241,381 | $664,517 |
| 2023 | 62 | $4.6M | $176,614 | $742,829 |
| 2022 | 85 | $3.5M | $122,346 | $767,910 |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY LLP | Auditor | — | — | $0 |
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 | $2,435 | — | — | — | — |
| 2023 | $16,293 | — | — | — | — |
| 2022 | $2,179 | — | — | — | — |