# Unite Here Health 401(k) Plan
Source: https://planprovider.pro/companies/unite-here-health-401k-plan

> Unite Here Health's 401(k) plan: 489 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — 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|—|—|—|

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