Plan Snapshot
- Plan Sponsor: Simon Hegele Healthcare Solutions, LLC
- Sponsor EIN: 680585429
- Sponsor Address: 1001 MITTEL DRIVE, WOOD DALE, IL, 60191
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 139
- Total Assets: $4.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 139 | $4.1M | $161,467 | $439,812 |
| 2023 | 135 | $3.2M | $0 | $421,203 |
| 2022 | 116 | $2.5M | $144,434 | $375,879 |