Plan Snapshot
- Plan Sponsor: Chicago Theatre Group, INC. Dba Goodman Theatre
- Sponsor EIN: 362896025
- Sponsor Address: 170 NORTH DEARBORN STREET, CHICAGO, IL, 60601
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 223
- Total Assets: $15.7M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 223 | $15.7M | $0 | $0 |
| 2024 | 156 | $15.3M | $0 | $703,308 |
| 2023 | 140 | $13.7M | $71,844 | $654,957 |
| 2022 | 126 | $12.6M | $0 | $589,728 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $27,288 | — | $27,288 |
| PNC BANK NA | Other Service Provider | $20,138 | $10 | $20,148 |
| PLANTE & MORAN, PLLC | Other Service Provider | $14,200 | — | $14,200 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $61,636
- Estimated Expense Ratio: 0.392% 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 |
|---|---|---|---|---|---|
| 2025 | $2,524,574 | $17,639 | $27,288 | $14,197 | — |
| 2024 | $61,548 | $13,273 | $26,903 | $19,498 | — |
| 2023 | $28,565 | $3,767 | $17,499 | $7,299 | — |
| 2022 | $77,480 | $35,231 | $28,252 | — | $13,997 |