Plan Snapshot
- Plan Sponsor: Association For Supply Chain Management INC.
- Sponsor EIN: 366066976
- Sponsor Address: 1 EAST ERIE STREET SUITE 525-4021, CHICAGO, IL, 60611
- Plan Type: 401(k)
- Total Participants: 98
- Total Assets: $17.3M
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 | 98 | $17.3M | $585,531 | $980,863 |
| 2023 | 110 | $16.9M | $552,445 | $937,306 |
| 2022 | 100 | $13.6M | $548,014 | $876,390 |
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 |
|---|---|---|---|---|
| PLANTE & MORAN LLC | 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 | $37,184 | $36,468 | $716 | — | — |
| 2023 | $31,881 | — | $31,881 | — | — |
| 2022 | $26,431 | $25,781 | $650 | — | — |