Plan Snapshot
- Plan Sponsor: Healthcare Accounting Services, LLC
- Sponsor EIN: 364057493
- Sponsor Address: 3535 W GLENLAKE AVE, CHICAGO, IL, 60659
- Plan Type: 401(k)
- Total Participants: 24
- Total Assets: $72,302
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 | 24 | $72,302 | $17,190 | $149,693 |
| 2023 | 633 | $3.4M | $64,049 | $461,797 |
| 2022 | 735 | $2.9M | $45,606 | $422,346 |
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 |
|---|---|---|---|---|
| MARCUM | 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 | $62,986 | — | — | — | — |
| 2023 | $12,227 | — | — | — | — |
| 2022 | $21,086 | — | $21,086 | — | — |