Plan Snapshot
- Plan Sponsor: Accreditation Council For Graduate Medical Education
- Sponsor EIN: 363698130
- Sponsor Address: 401 NORTH MICHIGAN AVENUE, CHICAGO, IL, 60611
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 386
- Total Assets: $107.1M
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. |
|---|---|---|---|---|
| 2025 | 386 | $107.1M | $0 | $0 |
| 2024 | 302 | $98.0M | $3.6M | $3.9M |
| 2023 | 284 | $91.0M | $3.5M | $3.7M |
| 2022 | 279 | $74.5M | $4.8M | $3.3M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $5,644 | — | $5,644 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,644
- Estimated Expense Ratio: 0.005% 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 |
|---|---|---|---|---|---|
| 2025 | $14,238,587 | — | $300 | — | — |
| 2024 | $4,875 | — | — | — | — |
| 2023 | $3,950 | — | — | — | — |
| 2022 | $3,925 | — | — | — | — |