# Chicago Mercantile Exchange, INC. 401(k) Plan
Source: https://planprovider.pro/companies/chicago-mercantile-exchange-inc-401k-plan

> Chicago Mercantile Exchange, INC.'s 401(k) plan: 2,245 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Chicago Mercantile Exchange, INC.

- **Sponsor EIN:** 364340266

- **Sponsor Address:** 20 SOUTH WACKER DRIVE, CHICAGO, IL, 60606

- **Plan Type:** 401(k)

- **Total Participants:** 2,245

- **Total Assets:** $1.1B

## 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|2,245|$1.1B|$9.3M|$34.2M|

| 2023|2,204|$932.3M|$9.2M|$33.8M|

| 2022|2,282|$790.6M|$8.7M|$31.5M|

## 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|

| FORVIS MAZARS, LLP|Auditor|$21,630|—|$21,630|

### Verified Provider Profiles

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

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $21,630

- **Estimated Expense Ratio:** 0.002% 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|$567,547|$444,705|$101,212|$21,630|—|

| 2023|$558,068|$337,211|$198,457|$15,200|—|

| 2022|$551,761|$314,756|$219,305|—|$17,700|

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