# Swedishamerican Health System 401(k) Plan
Source: https://planprovider.pro/companies/swedishamerican-health-system-401k-plan-005

> Swedishamerican Health System's 401(k) plan: 63 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|

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