# Siu Physicians & Surgeons DC Plan
Source: https://planprovider.pro/companies/siu-physicians-surgeons-364143823-001

> Siu Physicians & Surgeons's DC plan: 265 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Siu Physicians & Surgeons

- **Sponsor EIN:** 364143823

- **Sponsor Address:** 201 E MADISON, SPRINGFIELD, IL, 62702

- **Plan Type:** DC

- **Plan Number:** 001

- **Total Participants:** 265

- **Total Assets:** $112.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|265|$112.6M|$6.1M|$0|

| 2023|266|$105.3M|$5.8M|$0|

| 2022|259|$93.6M|$5.4M|$0|

## 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|

| MERRILL LYNCH, PIERCE, FENNER AND S|Recordkeeper|$29,393|—|$29,393|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $29,393

- **Estimated Expense Ratio:** 0.026% 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|$19,537|—|—|—|—|

| 2023|$16,389|—|—|—|—|

| 2022|$19,161|—|—|—|—|

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