Plan Snapshot
- Plan Sponsor: Chicago White Sox, Ltd.
- Sponsor EIN: 363106589
- Sponsor Address: 333 WEST 35TH STREET, CHICAGO, IL, 606163651
- Plan Type: DB
- Total Participants: 297
- Total Assets: $131.4M
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 | 297 | $131.4M | $2.0M | $0 |
| 2023 | 288 | $119.6M | $2.5M | $0 |
| 2022 | 260 | $107.5M | $4.0M | $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 |
|---|---|---|---|---|
| SEI INVESTMENTS MANAGEMENT CORP | Other Service Provider | $203,465 | — | $203,465 |
| WILLIS TOWERS WATSON US LLC | Recordkeeper | $50,985 | — | $50,985 |
| GRANT THORNTON LLP | Auditor | $23,830 | — | $23,830 |
| U.S. BANK NATIONAL ASSOCIATION | Recordkeeper | $17,206 | — | $17,206 |
| MORGAN, LEWIS & BOCKIUS LLP | ERISA Attorney | $13,114 | — | $13,114 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — Recordkeeper
- GRANT THORNTON LLP — Auditor
- U.S. BANK NATIONAL ASSOCIATION — Recordkeeper
- MORGAN, LEWIS & BOCKIUS LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $308,600
- Estimated Expense Ratio: 0.235% 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 | $380,054 | $203,465 | — | $23,830 | — |
| 2023 | $308,856 | $90,585 | — | $26,814 | — |
| 2022 | $676,042 | $129,075 | — | — | $77,522 |