Plan Snapshot
- Plan Sponsor: Shared Imaging, LLC
- Sponsor EIN: 261730120
- Sponsor Address: 3041 WOODCREEK DR SUITE 200, DOWNERS GROVE, IL, 60515
- Plan Type: 401(k)
- Total Participants: 309
- Total Assets: $18.5M
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 | 309 | $18.5M | $446,656 | $2.2M |
| 2023 | 285 | $14.7M | $322,772 | $1.7M |
| 2022 | 247 | $11.8M | $285,896 | $1.5M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $45,099 | — | $45,099 |
| DENALI WEALTH MANAGEMENT- CARL VALI | INVESTMENT ADVISOR | $32,188 | — | $32,188 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $5,807 | — | $5,807 |
| CHORTEK & GOTTSCHALK, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHORTEK & GOTTSCHALK, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $83,094
- Estimated Expense Ratio: 0.450% 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 | $83,094 | $37,995 | — | — | — |
| 2023 | $65,215 | $29,721 | — | — | — |
| 2022 | $63,367 | — | $63,367 | — | — |