Plan Snapshot
- Plan Sponsor: Humboldt Park Health
- Sponsor EIN: 361564290
- Sponsor Address: 1044 N FRANCISCO AVE., CHICAGO, IL, 606222743
- Plan Type: 403(b)
- Total Participants: 936
- Total Assets: $25.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 936 | $25.9M | $280,215 | $1.7M |
| 2023 | 825 | $23.7M | $349,016 | $1.8M |
| 2022 | 777 | $22.0M | $345,613 | $1.7M |
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 | Auditor | — | — | $0 |
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 | $96,925 | $35,616 | $61,309 | — | — |
| 2023 | $90,871 | $32,116 | $58,755 | — | — |
| 2022 | $91,840 | $34,809 | $57,031 | — | — |