Plan Snapshot
- Plan Sponsor: American Osteopathic Association
- Sponsor EIN: 362170786
- Sponsor Address: 142 E ONTARIO ST, CHICAGO, IL, 606112874
- Plan Type: 401(k)
- Total Participants: 149
- Total Assets: $34.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 149 | $34.5M | $861,002 | $1.3M |
| 2023 | 153 | $30.5M | $783,545 | $1.1M |
| 2022 | 141 | $28.5M | $448,901 | $677,944 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P. C. | Auditor | — | — | $0 |
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 | $95,302 | $55,588 | $39,714 | — | — |
| 2023 | $83,253 | $48,000 | $35,253 | — | — |
| 2022 | $42,750 | $23,046 | $19,704 | — | — |