Plan Snapshot
- Plan Sponsor: Petersen Health Care Management, LLC
- Sponsor EIN: 364719578
- Sponsor Address: 830 WEST TRAILCREEK DR., PEORIA, IL, 61614
- Plan Type: 401(k)
- Total Participants: 150
- Total Assets: $2.3M
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 | 150 | $2.3M | $43,959 | $254,544 |
| 2023 | 2,383 | $6.2M | $63,337 | $402,155 |
| 2022 | 2,379 | $7.0M | $31,981 | $425,374 |
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 |
|---|---|---|---|---|
| GINOLI &COMPANY, LTD | 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 | $38,309 | — | $38,309 | — | — |
| 2023 | $32,710 | — | $32,710 | — | — |
| 2022 | $14,744 | — | — | — | $14,744 |