Plan Snapshot
- Plan Sponsor: School Health Corporation
- Sponsor EIN: 362425385
- Sponsor Address: 5600 APOLLO DR, ROLLING MEADOWS, IL, 600084019
- Plan Type: 401(k)
- Total Participants: 172
- Total Assets: $26.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 172 | $26.1M | $419,189 | $1.3M |
| 2023 | 198 | $26.4M | $606,834 | $1.3M |
| 2022 | 182 | $21.9M | $467,918 | $1.2M |
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 |
|---|---|---|---|---|
| MORGAN STANLEY GLOBAL BA | INVESTMENT ADVISORY | $57,753 | — | $57,753 |
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $46,446 | — | $46,446 |
| MILLER, COOPER & CO., LTD. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY GLOBAL BA — INVESTMENT ADVISORY
- MILLER, COOPER & CO., LTD. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $104,199
- Estimated Expense Ratio: 0.399% 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 | $104,195 | $57,749 | $46,446 | — | — |
| 2023 | $84,828 | $45,898 | $38,930 | — | — |
| 2022 | $83,634 | $45,550 | $38,084 | — | — |