Plan Snapshot
- Plan Sponsor: Healthcare Information And Management Systems Society
- Sponsor EIN: 363906745
- Sponsor Address: 550 WEST VAN BUREN STREET, SUITE 11, CHICAGO, IL, 60607
- Plan Type: 401(k)
- Total Participants: 174
- Total Assets: $42.5M
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 | 174 | $42.5M | $673,223 | $1.8M |
| 2023 | 170 | $42.2M | $751,963 | $2.0M |
| 2022 | 196 | $42.9M | $1.4M | $2.2M |
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 |
|---|---|---|---|---|
| KATZ, SAPPER & MILLER LLP | Auditor | $14,500 | — | $14,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KATZ, SAPPER & MILLER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,500
- Estimated Expense Ratio: 0.034% 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 | $75,467 | $6,311 | — | $14,500 | — |
| 2023 | $59,652 | $22,500 | — | $22,000 | — |
| 2022 | $77,124 | — | $77,124 | — | — |