Plan Snapshot
- Plan Sponsor: Chicago Mercantile Exchange, INC.
- Sponsor EIN: 364340266
- Sponsor Address: 20 SOUTH WACKER DRIVE, CHICAGO, IL, 60606
- Plan Type: DB
- Total Participants: 2,124
- Total Assets: $368.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,124 | $368.7M | $9.0M | $0 |
| 2023 | 2,052 | $351.7M | $3.0M | $0 |
| 2022 | 2,110 | $332.0M | $0 | $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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | $26,730 | — | $26,730 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,730
- Estimated Expense Ratio: 0.007% 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 | $630,728 | $159,915 | $87,550 | $26,730 | — |
| 2023 | $576,623 | $141,843 | $85,000 | $15,700 | — |
| 2022 | $694,106 | $280,326 | $85,000 | — | $17,700 |