Plan Snapshot
- Plan Sponsor: Roseland Community Hospital
- Sponsor EIN: 361703630
- Sponsor Address: 45 W 111TH ST, CHICAGO, IL, 60628
- Plan Type: 403(b)
- Total Participants: 423
- Total Assets: $8.2M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 423 | $8.2M | $205,521 | $586,643 |
| 2023 | 449 | $7.0M | $162,089 | $451,791 |
| 2022 | 447 | $6.5M | $109,497 | $393,547 |
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 |
|---|---|---|---|---|
| ROYAL ALLIANCE ASSOCIATES INC | Investment Advisor | — | $55,938 | $55,938 |
| PRINCIPAL LIFE INSURANCE COMPANY | Other Service Provider | $29,605 | — | $29,605 |
| CORRELL CO | Recordkeeper | $18,271 | $3,536 | $21,807 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ROYAL ALLIANCE ASSOCIATES INC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $107,350
- Estimated Expense Ratio: 1.316% of plan assets
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 | $47,873 | — | $29,602 | — | — |
| 2023 | $29,865 | — | — | — | — |
| 2022 | $28,999 | — | $28,999 | — | — |