# Norwood Life Society 401(k) Plan
Source: https://planprovider.pro/companies/norwood-life-society-401k-plan

> Norwood Life Society's 401(k) plan: 245 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Norwood Life Society

- **Sponsor EIN:** 562663863

- **Sponsor Address:** 6016 N NINA AVE, CHICAGO, IL, 606312439

- **Plan Type:** 401(k)

- **Total Participants:** 245

- **Total Assets:** $11.2M

## 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|245|$11.2M|$248,775|$574,890|

| 2023|480|$9.9M|$303,671|$581,648|

| 2022|494|$9.1M|$331,406|$634,702|

## 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|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — 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|$67,056|$34,532|$32,524|—|—|

| 2023|$66,380|$32,089|$34,291|—|—|

| 2022|$70,992|$32,923|$38,069|—|—|

## Similar Plans

- [Westminster Village, INC.](https://planprovider.pro/companies/westminster-village-inc-401k-plan) — 248 participants

- [Vitae Health Systems](https://planprovider.pro/companies/vitae-health-systems-401k-plan) — 249 participants

- [Glenkirk](https://planprovider.pro/companies/glenkirk-401k-plan) — 230 participants

- [The Lee Manor](https://planprovider.pro/companies/the-lee-manor-401k-plan) — 267 participants

- [The Good Samaritan Home Of Quincy](https://planprovider.pro/companies/the-good-samaritan-home-of-quincy-401k-plan) — 211 participants

- [The Admiral At The Lake](https://planprovider.pro/companies/the-admiral-at-the-lake-plan-003) — 205 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/norwood-life-society-401k-plan)

© 2026 PlanProvider.Pro