Plan Snapshot
- Plan Sponsor: Chapman And Cutler LLP
- Sponsor EIN: 362153731
- Sponsor Address: 320 SOUTH CANAL STREET, CHICAGO, IL, 60606
- Plan Type: DC
- Total Participants: 336
- Total Assets: $135.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 336 | $135.9M | $5.3M | $0 |
| 2023 | 334 | $123.7M | $0 | $5.0M |
| 2022 | 326 | $109.6M | $0 | $4.5M |
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 |
|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | NONE | $24,536 | — | $24,536 |
| MADISON WEALTH MANAGEMENT | NONE | $14,050 | — | $14,050 |
| VERHULST WEALTH MANAGEMENT | NONE | $10,343 | — | $10,343 |
| CBIZ PRIVATE WEALTH ADVISORS INC. | NONE | $7,861 | — | $7,861 |
| SMEDLEY FINANCIAL SERVICES, INC. | NONE | $6,055 | — | $6,055 |
| GRANT THORNTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $62,845
- Estimated Expense Ratio: 0.046% 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 | $68,421 | $43,885 | — | — | — |
| 2023 | $62,016 | $38,677 | — | — | — |
| 2022 | $65,305 | $37,560 | — | — | $27,745 |