# Carole Robertson Center For Learning 401(k) Plan
Source: https://planprovider.pro/companies/carole-robertson-center-for-learning-401k-plan

> Carole Robertson Center For Learning's 401(k) plan: 304 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|—|—|

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