Plan Snapshot
- Plan Sponsor: Inspira Financial, LLC
- Sponsor EIN: 364400066
- Sponsor Address: 2001 SPRING ROAD, SUITE 700, OAK BROOK, IL, 60523
- Plan Type: 401(k)
- Total Participants: 1,669
- Total Assets: $113.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 1,669 | $113.1M | $3.2M | $10.3M |
| 2023 | 1,231 | $81.9M | $2.4M | $7.3M |
| 2022 | 1,016 | $64.9M | $1.5M | $4.5M |
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 |
|---|---|---|---|---|
| SMITH & HOWARD, PC | 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 | $182,290 | $45,000 | — | — | — |
| 2023 | $163,414 | $35,667 | — | — | — |
| 2022 | $114,750 | — | — | — | — |