Plan Snapshot
- Plan Sponsor: Medhq, LLC
- Sponsor EIN: 770615561
- Sponsor Address: FOUR WESTBROOK CORPORATE CENTER, WESTCHESTER, IL, 60154
- Plan Type: 401(k)
- Total Participants: 814
- Total Assets: $45.4M
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 | 814 | $45.4M | $2.2M | $6.5M |
| 2023 | 1,209 | $33.1M | $1.7M | $3.7M |
| 2022 | 1,189 | $26.7M | $1.3M | $3.1M |
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 |
|---|---|---|---|---|
| JASON F. CLAUSEN, P.C. | 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 | $339,937 | $96,767 | $243,170 | — | — |
| 2023 | $250,244 | $85,226 | $165,018 | — | — |
| 2022 | $207,500 | $72,109 | $135,391 | — | — |