Retirement plan

WINDY CITY HEALTH PARTNERS PLLC PROFIT SHARING 401K PLAN

Name: WINDY CITY HEALTH PARTNERS PLLC - WINDY CITY HEALTH PARTNERS PLLC PROFIT SHARING 401K PLAN (2025) Form 5500
Creator: WINDY CITY HEALTH PARTNERS PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WINDY CITY HEALTH PARTNERS PLLC PROFIT SHARING 401K PLAN, WINDY CITY HEALTH PARTNERS PLLC

WINDY CITY HEALTH PARTNERS PLLCEIN 88-4217730Plan #001PY 2025

2001 W. ADDISON STREET - CHICAGO, IL 60618510-384-4472windycityhealthpartners.comLinkedIn1-10 employees

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$2.5M

+22.7% from 2024

Total participants

+16.7% from 2024

Average account balance

$419,659

+2.3% from 2024

Annual return

13.42%

-1.24 pp from 2024

Benchmarks

See 66,971 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort66,971 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$2.52M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$420K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

85.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$191K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$27K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.42%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$60

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$360

$51 / participant

Other / not subdivided$360100.0%

% of EOY assets

0.014%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$419,659

$174,379+140.7%

$152,093+175.9%

$138,895+202.1%

Participation rate

85.7%

81.6%+4.1pp

77.8%+7.9pp

79.9%+5.8pp

Annual return

13.42%

74.86%-61.4pp

66.36%-52.9pp

145.39%-132.0pp

Employer contribution / active EE

$15,759

$4,652+238.8%

$4,175+277.5%

$4,194+275.7%

Participant deferral / active EE

$11,580

$6,159+88.0%

$5,451+112.4%

$6,396+81.0%

Admin fee / account holder

$60

$16,880-99.6%

$14,497-99.6%

$12,562-99.5%

WINDY CITY HEALTH PARTNERS PLLC PROFIT SHARING 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WINDY CITY HEALTH PARTNERS PLLC PROFIT SHARING 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion