# Simon Hegele Healthcare Solutions, LLC 401(k) Plan
Source: https://planprovider.pro/companies/simon-hegele-healthcare-solutions-llc-plan-001

> Simon Hegele Healthcare Solutions, LLC's 401(k) plan: 139 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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)

- **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|82|$3.2M|$0|$421,203|

| 2022|116|$2.5M|$144,434|$375,879|

## 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|

| WEISS & COMPANY|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|$28,138|$16,541|$11,597|—|—|

| 2023|—|—|—|—|—|

| 2022|$11,207|$3,894|$7,313|—|—|

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