Plan Snapshot
- Plan Sponsor: Hephzibah Children'S Association
- Sponsor EIN: 362167096
- Sponsor Address: 1144 LAKE STREET 3RD FLOOR, OAK PARK, IL, 60301
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 160
- Total Assets: $10.2M
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 | 160 | $10.2M | $398,832 | $449,549 |
| 2023 | 166 | $10.5M | $376,371 | $446,551 |
| 2022 | 166 | $9.6M | $381,356 | $454,953 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $24,739 | — | $24,739 |
| MORGAN STANLEY | Investment Advisor | $20,712 | — | $20,712 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $45,451
- Estimated Expense Ratio: 0.444% 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 | $48,070 | $23,331 | — | — | — |
| 2023 | $22,247 | $22,247 | — | — | — |
| 2022 | $19,622 | — | $19,622 | — | — |