# Chicago Horticultural Society 403(b) Plan
Source: https://planprovider.pro/companies/chicago-horticultural-society-403b-plan

> Chicago Horticultural Society's 403(b) plan: 487 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Chicago Horticultural Society

- **Sponsor EIN:** 362225482

- **Sponsor Address:** 1000 LAKE COOK ROAD, GLENCOE, IL, 600221168

- **Plan Type:** 403(b)

- **Total Participants:** 487

- **Total Assets:** $56.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|487|$56.6M|$640,338|$1.4M|

| 2023|467|$50.6M|$588,835|$1.3M|

| 2022|436|$44.6M|$511,949|$1.1M|

## 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|

| PLANTE & MORAN, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PLANTE & MORAN, PLLC](https://planprovider.pro/provider/plante-and-moran-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### 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|$75|—|$75|—|—|

| 2023|$225|—|$225|—|—|

| 2022|$25|—|$25|—|—|

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