Plan Snapshot
- Plan Sponsor: Travelers Immigrants Aid S Heartland Alliance For Human Needs And Huma
- Sponsor EIN: 361877640
- Sponsor Address: 4822 BROADWAY, CHICAGO, IL, 60640
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 83 | $15.0M | $579,259 | $1.1M |
| 2023 | 1,057 | $42.7M | $1.7M | $3.2M |
| 2022 | 1,176 | $35.7M | $1.8M | $3.2M |
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 |
|---|---|---|---|---|
| JOHN HANCOCK | RETAINED BY EMPLOYER | $117,969 | — | $117,969 |
| SIKICH CPA LLC | RETAINED BY EMPLOYER | $46,400 | — | $46,400 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK — RETAINED BY EMPLOYER
- SIKICH CPA LLC — RETAINED BY EMPLOYER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $164,369
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 |
|---|---|---|---|---|---|
| 2025 | $16,562 | — | $16,562 | — | — |
| 2024 | $164,369 | — | $117,969 | $46,400 | — |
| 2023 | $113,864 | — | $113,864 | — | — |
| 2022 | $126,114 | — | $126,114 | — | — |