Plan Snapshot
- Plan Sponsor: American College Of Surgeons
- Sponsor EIN: 362192800
- Sponsor Address: 633 N SAINT CLAIR ST., CHICAGO, IL, 606113234
- Plan Type: 403(b)
- Total Participants: 471
- Total Assets: $74.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 471 | $74.0M | $1.3M | $4.5M |
| 2023 | 460 | $67.7M | $1.3M | $4.4M |
| 2022 | 448 | $55.9M | $1.2M | $3.9M |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US 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 | $112,901 | — | $112,901 | — | — |
| 2023 | $98,706 | — | $98,706 | — | — |
| 2022 | $87,892 | — | $87,892 | — | — |