Plan Snapshot
- Plan Sponsor: National University Of Health Sciences
- Sponsor EIN: 361521940
- Sponsor Address: 200 EAST ROOSEVELT ROAD, LOMBARD, IL, 60148
- Plan Type: 403(b)
- Total Participants: 164
- Total Assets: $25.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 164 | $25.2M | $161,708 | $705,145 |
| 2023 | 170 | $22.3M | $153,794 | $639,268 |
| 2022 | 144 | $19.6M | $147,997 | $622,147 |
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 |
|---|---|---|---|---|
| SIKICH CPA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIKICH CPA LLC — Auditor
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 | $61,186 | — | $61,186 | — | — |
| 2023 | $51,961 | — | $50,677 | — | — |
| 2022 | $56,340 | — | $56,340 | — | — |