Plan Snapshot
- Plan Sponsor: Heart & Vascular Partners
- Sponsor EIN: 811015611
- Sponsor Address: 1751 LAKE COOK ROAD, DEERFIELD, IL, 60015
- Plan Type: 401(k)
- Total Participants: 644
- Total Assets: $29.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 644 | $29.9M | $1.5M | $3.3M |
| 2023 | 267 | $14.4M | $1.1M | $1.4M |
| 2022 | 99 | $2.7M | $379,611 | $186,196 |
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 |
|---|---|---|---|---|
| PLANT & MORAN, PLLC | 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 | $106,234 | $101,532 | $4,702 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |