Plan Snapshot
- Plan Sponsor: Aspire Of Illinois
- Sponsor EIN: 362654558
- Sponsor Address: 1815 S WOLF RD, HILLSIDE, IL, 60162
- Plan Type: 403(b)
- Total Participants: 260
- Total Assets: $6.4M
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 | 260 | $6.4M | $208,066 | $611,481 |
| 2023 | 260 | $5.7M | $167,725 | $499,565 |
| 2022 | 208 | $5.0M | $90,183 | $320,815 |
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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | SERVICE PROVIDER | $36,241 | — | $36,241 |
| WINTRUST INVESTMENTS LLC | ADVISOR | $7,969 | — | $7,969 |
| ONEDIGITAL INVESTMENT ADVISORS | ADVISOR | $7,620 | — | $7,620 |
| MILLER COOPER & CO LTD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — SERVICE PROVIDER
- ONEDIGITAL INVESTMENT ADVISORS — ADVISOR
- MILLER COOPER & CO LTD — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $51,830
- Estimated Expense Ratio: 0.806% 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 | $51,830 | $15,589 | $36,241 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $22,925 | — | $22,925 | — | — |