Plan Snapshot
- Plan Sponsor: Swedishamerican Health System
- Sponsor EIN: 363241458
- Sponsor Address: 1415 E. STATE STREET, SUITE 300, ROCKFORD, IL, 61104
- Plan Type: 401(k)
- Total Participants: 3,899
- Total Assets: $402.2M
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 | 3,899 | $402.2M | $12.7M | $18.0M |
| 2023 | 3,756 | $369.5M | $11.5M | $17.3M |
| 2022 | 3,655 | $321.4M | $10.9M | $16.0M |
| 2020 | 3,468 | $339.8M | $0 | $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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — Auditor
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 | $467,050 | $445,753 | — | — | — |
| 2023 | $434,529 | $416,682 | — | — | — |
| 2022 | $429,410 | $413,570 | — | — | — |
| 2020 | $393,922 | $385,262 | — | — | — |