Plan Snapshot
- Plan Sponsor: Rush Copley Medical Center
- Sponsor EIN: 362170840
- Sponsor Address: 2000 OGDEN AVE. HUMAN RESOURCES, AURORA, IL, 60504
- Plan Type: 401(k)
- Total Participants: 2,744
- Total Assets: $312.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 2,744 | $312.8M | $4.5M | $13.5M |
| 2023 | 2,763 | $286.5M | $4.2M | $13.3M |
| 2022 | 2,556 | $248.2M | $3.9M | $12.5M |
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 |
|---|---|---|---|---|
| CROWE LLP | 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 | $519,996 | $170,200 | $38,583 | — | — |
| 2023 | $377,343 | $170,200 | $185,580 | $20,000 | — |
| 2022 | $419,463 | $170,200 | $208,830 | — | $38,932 |