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: 63
- Total Assets: $11.6M
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 | 63 | $11.6M | $82,327 | $105,415 |
| 2023 | 72 | $11.7M | $63,179 | $89,800 |
| 2022 | 77 | $12.3M | $53,194 | $70,814 |
| 2020 | 78 | $16.3M | $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 | $8,216 | $7,656 | — | — | — |
| 2023 | $10,985 | $7,834 | — | — | — |
| 2022 | $13,389 | $13,049 | — | — | — |
| 2020 | $16,295 | $15,385 | — | — | — |