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: 310
- Total Assets: $210.6M
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 | 310 | $210.6M | $7.6M | $0 |
| 2023 | 307 | $198.0M | $7.3M | $0 |
| 2022 | 296 | $178.7M | $6.6M | $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 |
|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | NONE | $34,545 | — | $34,545 |
| MADISON WEALTH MANAGEMENT | NONE | $21,190 | — | $21,190 |
| VERHULST WEALTH MANAGEMENT | NONE | $15,599 | — | $15,599 |
| CIBC PRIVATE WEALTH ADVISORS INC. | NONE | $11,855 | — | $11,855 |
| SMEDLEY FINANCIAL SERVICES, INC. | NONE | $9,131 | — | $9,131 |
| 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: $92,320
- Estimated Expense Ratio: 0.044% 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 | $100,730 | $66,185 | — | — | — |
| 2023 | $95,829 | $60,217 | — | — | — |
| 2022 | $100,410 | $59,620 | — | — | $40,790 |