# School Health Corporation 401(k) Plan
Source: https://planprovider.pro/companies/school-health-corporation-401k-plan

> School Health Corporation&#39;s 401(k) plan: 172 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISORY

- [MILLER, COOPER & CO., LTD.](https://planprovider.pro/provider/miller-cooper-and-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|—|—|

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