Plan Snapshot
- Plan Sponsor: Chicago Bears Football Club, INC.
- Sponsor EIN: 360896640
- Sponsor Address: 1920 FOOTBALL DRIVE, LAKE FOREST, IL, 60045
- Plan Type: 401(k)
- Total Participants: 290
- Total Assets: $50.9M
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. |
|---|---|---|---|---|
| 2024 | 290 | $50.9M | $577,515 | $2.5M |
| 2023 | 274 | $46.6M | $514,825 | $2.1M |
| 2022 | 254 | $39.4M | $466,342 | $1.9M |
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 |
|---|---|---|---|---|
| SNYDER CAPITAL MANAGEMENT | NONE | $20,321 | — | $20,321 |
| JACKSON SQUARE PARTNERS | NONE | $11,215 | — | $11,215 |
| ARIEL INVESTMENTS, LLC | NONE | $11,066 | — | $11,066 |
| CAMBRIDGE ASSOCIATES | NONE | $8,848 | — | $8,848 |
| PNC BANK | NONE | $6,995 | — | $6,995 |
| PIMCO | NONE | $6,012 | — | $6,012 |
| ERNST & YOUNG, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JACKSON SQUARE PARTNERS — NONE
- ERNST & YOUNG, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $64,457
- Estimated Expense Ratio: 0.127% 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 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |