Plan Snapshot
- Plan Sponsor: Cboe Services Co.
- Sponsor EIN: 113817385
- Sponsor Address: 433 WEST VAN BUREN STREET, CHICAGO, IL, 60607
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 1,613
- Total Assets: $580.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 1,613 | $580.4M | $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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $81,784 | — | $81,784 |
| MERCER | Other Service Provider | $32,972 | — | $32,972 |
| CARON & BLETZER, PLLC | Auditor | $10,270 | — | $10,270 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $125,026
- Estimated Expense Ratio: 0.022% 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 | $48,459,759 | — | $600 | $10,270 | — |