Plan Snapshot
- Plan Sponsor: Midwest Cardiovascular Institute, S.C.
- Sponsor EIN: 861664195
- Sponsor Address: 801 S. WASHINGTON, 4TH FLOOR, NAPERVILLE, IL, 60540
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 0 | $0 | $1.6M | $1.6M |
| 2023 | 197 | $8.8M | $1.5M | $1.4M |
| 2022 | 172 | $4.6M | $1.2M | $1.2M |
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 |
|---|---|---|---|---|
| CROWE, LLP | 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 | $75,580 | — | $24,033 | — | — |
| 2023 | $24,824 | — | $24,824 | — | — |
| 2022 | $19,182 | — | — | — | $19,182 |