Plan Snapshot
- Plan Sponsor: Bernard Zell Anshe Emet Day School
- Sponsor EIN: 362166955
- Sponsor Address: 3751 N. BROADWAY ST., CHICAGO, IL, 606134104
- Plan Type: DC
- Total Participants: 128
- Total Assets: $26.7M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 128 | $26.7M | $483,663 | $806,861 |
| 2023 | 125 | $24.9M | $441,667 | $733,763 |
| 2022 | 128 | $22.0M | $431,414 | $730,631 |
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 |
|---|---|---|---|---|
| USI CONSULTING GROUP | N/A | $18,935 | — | $18,935 |
| ARMANINO LLP | Auditor | $1,666 | — | $1,666 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ARMANINO LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,601
- Estimated Expense Ratio: 0.077% 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 | $20,601 | — | — | $1,666 | — |
| 2023 | $13,365 | — | — | — | — |
| 2022 | $19,018 | — | — | — | $19,018 |