Plan Snapshot
- Plan Sponsor: Tapestry 360 Health
- Sponsor EIN: 363843377
- Sponsor Address: 1301 W DEVON AVE, CHICAGO, IL, 606601329
- Plan Type: 401(k)
- Total Participants: 246
- Total Assets: $13.0M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 246 | $13.0M | $493,938 | $983,676 |
| 2023 | 230 | $10.6M | $519,438 | $977,503 |
| 2022 | 238 | $8.8M | $518,519 | $944,212 |
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 |
|---|---|---|---|---|
| SIKICH CPA LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIKICH CPA 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 | $3,897 | — | — | — | — |
| 2023 | $3,652 | — | — | — | — |
| 2022 | $2,162 | — | — | — | — |