Plan Snapshot
- Plan Sponsor: Jackson Park Hospital Foundation
- Sponsor EIN: 362448028
- Sponsor Address: 7531 SOUTH STONY ISLAND AVENUE, CHICAGO, IL, 60649
- Plan Type: DB
- Total Participants: 12
- Total Assets: $1.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 12 | $1.8M | $55,000 | $0 |
| 2023 | 14 | $1.8M | $58,000 | $0 |
| 2022 | 17 | $1.8M | $51,000 | $0 |
| 2021 | 201 | $1.9M | $0 | $0 |
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 |
|---|---|---|---|---|
| CLIFTON LARSON ALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTON LARSON ALLEN LLP — 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 | $7,283 | $7,283 | — | — | — |
| 2023 | $11,172 | $11,172 | — | — | — |
| 2022 | $10,917 | $10,917 | — | — | — |
| 2021 | $10,865 | $10,865 | — | — | — |