Plan Snapshot
- Plan Sponsor: Unite Here Health
- Sponsor EIN: 237385560
- Sponsor Address: 711 NORTH COMMONS DRIVE, AURORA, IL, 605044197
- Plan Type: 401(k)
- Total Participants: 489
- Total Assets: $40.9M
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 | 489 | $40.9M | $196,892 | $3.0M |
| 2023 | 437 | $35.4M | $162,812 | $2.7M |
| 2022 | 381 | $28.5M | $132,595 | $2.2M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $39,937 | — | $39,937 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $8,895 | — | $8,895 |
| MACNELL ACCOUNTING & CONSULTING,LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $48,832
- Estimated Expense Ratio: 0.119% of plan assets
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 | $48,832 | $8,895 | — | — | — |
| 2023 | $54,892 | $7,756 | — | — | — |
| 2022 | $33,219 | $6,433 | — | — | — |