# Hephzibah Children'S Association 401(k) Plan
Source: https://planprovider.pro/companies/hephzibah-children-s-association-362167096-001

> Hephzibah Children'S Association's 401(k) plan: 160 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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