Plan Snapshot
- Plan Sponsor: Carole Robertson Center For Learning
- Sponsor EIN: 362882124
- Sponsor Address: 1111 S WESTERN AVE STE B, CHICAGO, IL, 60612
- Plan Type: 401(k)
- Total Participants: 304
- Total Assets: $4.4M
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. |
|---|---|---|---|---|
| 2025 | 304 | $4.4M | $0 | $0 |
| 2024 | 328 | $3.1M | $0 | $0 |
| 2023 | 317 | $1.7M | $0 | $0 |
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 |
|---|---|---|---|---|
| EIFEL RAMBO ADVISORY GROUP, LTD | Auditor | $16,966 | — | $16,966 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,966
- Estimated Expense Ratio: 0.382% 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 | $16,966 | — | — | $16,966 | — |
| 2024 | $4,019 | — | $4,019 | — | — |
| 2023 | $13,811 | — | $13,811 | — | — |