Plan Snapshot
- Plan Sponsor: Aids Foundation Of Chicago
- Sponsor EIN: 363412054
- Sponsor Address: 200 WEST MONROE STREET, SUITE 1150, CHICAGO, IL, 60606
- Plan Type: 401(k)
- Total Participants: 158
- Total Assets: $7.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 158 | $7.7M | $456,568 | $471,890 |
| 2023 | 150 | $6.2M | $516,737 | $405,521 |
| 2022 | 120 | $4.8M | $417,814 | $334,313 |
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 |
|---|---|---|---|---|
| WIPFLI, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $13,220 | — | — | — | — |
| 2023 | $35,071 | — | — | — | — |
| 2022 | $34,561 | — | — | — | — |