Chicago Historical Society 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Chicago Historical Society
  • Sponsor EIN: 362167004
  • Sponsor Address: 1601 NORTH CLARK STREET, CHICAGO, IL, 60614
  • Plan Type: 401(k)
  • Plan Number: 002
  • Total Participants: 106
  • Total Assets: $6.2M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: Yes
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023106$6.2M$164,635$409,608
2022119$6.1M$143,106$410,737

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