Plan Snapshot
- Plan Sponsor: Chicago Urban League
- Sponsor EIN: 362225483
- Sponsor Address: 4510 S MICHIGAN AVE, CHICAGO, IL, 606533816
- Plan Type: 401(k)
- Total Participants: 159
- Total Assets: $3.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 159 | $3.4M | $124,623 | $154,255 |
| 2023 | 156 | $3.5M | $132,213 | $156,658 |
| 2022 | 130 | $2.8M | $96,834 | $123,276 |
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 |
|---|---|---|---|---|
| RINGOLD FINANCIALMANAGEMENTSERVICES | Auditor | — | — | $0 |
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 | $13,597 | $10,905 | $1,832 | — | — |
| 2023 | $10,360 | $9,055 | $445 | — | — |
| 2022 | $9,714 | $8,494 | $1,220 | — | — |