Plan Snapshot
- Plan Sponsor: American College Of Surgeons
- Sponsor EIN: 362192800
- Sponsor Address: 633 N. SAINT CLAIR ST., CHICAGO, IL, 606113234
- Plan Type: DB
- Total Participants: 399
- Total Assets: $85.6M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 399 | $85.6M | $6.5M | $0 |
| 2023 | 366 | $80.4M | $5.1M | $0 |
| 2022 | 359 | $71.1M | $6.0M | $0 |
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 | $23,940 | — | $23,940 |
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: $23,940
- Estimated Expense Ratio: 0.028% 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 | $343,347 | $143,524 | $121,545 | $23,940 | — |
| 2023 | $672,466 | $201,178 | $110,550 | $23,258 | — |
| 2022 | $692,237 | $216,943 | $100,350 | — | $27,142 |