Plan Snapshot
- Plan Sponsor: Academy Of Nutrition And Dietetics
- Sponsor EIN: 360724760
- Sponsor Address: 120 S RIVERSIDE PLAZA, CHICAGO, IL, 60606
- Plan Type: 401(k)
- Total Participants: 130
- Total Assets: $28.6M
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 | 130 | $28.6M | $331,961 | $1.3M |
| 2023 | 153 | $32.2M | $455,688 | $1.4M |
| 2022 | 153 | $27.3M | $546,821 | $1.3M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $74,863 | — | $74,863 |
| AMERIPRISE FINANCIAL SERVICES LLC | Investment Advisor | — | $62,418 | $62,418 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
- AMERIPRISE FINANCIAL SERVICES LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $137,281
- Estimated Expense Ratio: 0.479% 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 | $74,863 | — | — | — | — |
| 2023 | $67,199 | — | — | — | — |
| 2022 | $63,052 | — | — | — | — |