Plan Snapshot
- Plan Sponsor: Healthjoy LLC
- Sponsor EIN: 465722012
- Sponsor Address: 435 N LA SALLE DR SUITE 400, CHICAGO, IL, 60654
- Plan Type: 401(k)
- Total Participants: 168
- Total Assets: $8.1M
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 | 168 | $8.1M | $144,171 | $1.7M |
| 2023 | 180 | $6.4M | $125,629 | $1.7M |
| 2022 | 176 | $3.8M | $143,387 | $1.3M |
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 |
|---|---|---|---|---|
| PLANTE & MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — Auditor
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 | $27,914 | $3,158 | $1,702 | — | — |
| 2023 | $27,407 | $1,396 | $1,624 | — | — |
| 2022 | $12,153 | $1 | — | — | — |