Plan Snapshot
- Plan Sponsor: Journey Care, INC.
- Sponsor EIN: 363305643
- Sponsor Address: 2050 CLAIRE STREET, GLENVIEW, IL, 600257635
- Plan Type: 403(b)
- Total Participants: 2
- Total Assets: $15.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 2 | $15.7M | $983 | $23,815 |
| 2023 | 3 | $16.8M | $7,842 | $53,021 |
| 2022 | 18 | $19.5M | $83,643 | $430,089 |
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 |
|---|---|---|---|---|
| MILLER COOPER & CO. LTD | ACCOUNTANT | $45,000 | — | $45,000 |
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $34,416 | — | $34,416 |
| CROWE LLP | ACCOUNTANT | $19,424 | — | $19,424 |
| WINTRUST INVESTMENTS LLC | INVESTMENT ADVISORY | $19,063 | $10 | $19,073 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER COOPER & CO. LTD — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $117,913
- Estimated Expense Ratio: 0.752% 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 | $118,163 | $19,068 | $34,416 | $64,424 | — |
| 2023 | $70,651 | $36,221 | $34,218 | — | — |
| 2022 | $120,263 | $53,505 | $66,464 | — | — |