# Heart & Vascular Partners 401(k) Plan
Source: https://planprovider.pro/companies/m-s-healthcare-management-llc-401k-plan

> Heart & Vascular Partners's 401(k) plan: 644 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| USI ADVISORS INC|INVESTMENT ADVISOR|$55,128|—|$55,128|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$40,415|—|$40,415|

| NOVA 401(K) ASSOCIATES|THIRD PARTY ADMINISTRATOR|$10,692|—|$10,692|

| 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:** $106,235

- **Estimated Expense Ratio:** 0.356% 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|$106,234|$101,532|$4,702|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

## Similar Plans

- [Nephrology Associates Of Northern Illinois And Indiana](https://planprovider.pro/companies/nephrology-associates-of-northern-illinois-and-indiana-401k-plan) — 572 participants

- [Wellbe Senior Medical, LLC](https://planprovider.pro/companies/wellbe-senior-medical-llc-401k-plan) — 722 participants

- [Experity, INC.](https://planprovider.pro/companies/experity-inc-401k-plan) — 563 participants

- [Metro Infectious Disease Consultant](https://planprovider.pro/companies/metro-infectious-disease-consultant-401k-plan) — 558 participants

- [Medical Management Professiona](https://planprovider.pro/companies/medical-management-professiona-401k-plan) — 529 participants

- [Rockford Orthopedic Associates, Ltd. Dba Orthoillinois](https://planprovider.pro/companies/rockford-orthopedic-associates-ltd-dba-orthoillinois-401k-plan) — 491 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/m-s-healthcare-management-llc-401k-plan)

© 2026 PlanProvider.Pro