Plan Snapshot
- Plan Sponsor: Howard Brown Health Center
- Sponsor EIN: 362894128
- Sponsor Address: 4025 N SHERIDAN RD, CHICAGO, IL, 606132010
- Plan Type: 401(k)
- Total Participants: 489
- Total Assets: $20.8M
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 | 489 | $20.8M | $1.6M | $2.2M |
| 2023 | 600 | $17.6M | $1.6M | $2.2M |
| 2022 | 662 | $14.4M | $1.7M | $2.3M |
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 |
|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES INC | Investment Advisor | — | $44,922 | $44,922 |
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $26,045 | — | $26,045 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AMERIPRISE FINANCIAL SERVICES INC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $70,967
- Estimated Expense Ratio: 0.341% 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 | $26,046 | — | $26,046 | — | — |
| 2023 | $24,117 | — | $24,117 | — | — |
| 2022 | $22,076 | — | $22,076 | — | — |