Plan Ledger DOL Form 5500 · updated monthly

Tapestry 360 Health401(k)

SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF HEARTLAND INTERNATIONAL HEALTH CENTER · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.03%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Tapestry 360 Health reported $3,897 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,008 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.02% to 0.03%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Illinois (2,145th of 3,702), and the 4,917th of 11,911 in health care & social assistance. In 2024, employees put in $1.99 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,978,545
Participants with balances313
Active participants246
Employer contributions$493,938
Employee contributions$983,676
Employer contribution per active participant$2,008
Average account balance$41,465
Benefits paid to participants$769,233
Plan auditUnmodified (clean) audit opinion
AuditorSIKICH CPA LLP
Plan history3
Yearassets · accounts · employer contribution
2024$13.0M · 313 accts · $494K emplr
2023$10.6M · 320 accts · $519K emplr
2022$8.8M · 310 accts · $519K emplr
The Tapestry 360 Health 401(k) match · 2024
Employer contribution per active participant$2,008
Median for plans this size$2,416
2024$2,008 per active participant
2023$2,258 per active participant
2022$2,179 per active participant

Tapestry 360 Health's 2024 employer contribution ran below the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$4,887

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$3,897 · 0.03%
2023$3,652 · 0.04%
2022$2,162 · 0.02%
Same employer
Similar plansHealth Care & Social Assistance · Illinois
Kaskaskia Workshop, Inc. IL$12.5M · 0.50%
Lancaster LTD IL$12.4M · 0.15%
Edp of Illinois PC IL$12.4M · 0.75%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363843377 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.