Plan Snapshot
- Plan Sponsor: Avery Coonley School
- Sponsor EIN: 362171680
- Sponsor Address: 1400 MAPLE AVENUE, DOWNERS GROVE, IL, 60515
- Plan Type: 403(b)
- Total Participants: 76
- Total Assets: $20.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 76 | $20.7M | $0 | $0 |
| 2024 | 146 | $18.4M | $230,647 | $481,780 |
| 2023 | 119 | $14.9M | $197,473 | $417,432 |
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 |
|---|---|---|---|---|
| SMITH AND HOWARD, PC | Auditor | $981 | — | $981 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $981
- Estimated Expense Ratio: 0.005% 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 |
|---|---|---|---|---|---|
| 2025 | $53,116 | — | $52,135 | $981 | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |