Plan Snapshot
- Plan Sponsor: Chinese American Service League, INC.
- Sponsor EIN: 362984043
- Sponsor Address: 2141 SOUTH TAN COURT, CHICAGO, IL, 60616
- Plan Type: 401(k)
- Total Participants: 441
- Total Assets: $7.0M
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 | 441 | $7.0M | $392,784 | $358,268 |
| 2023 | 729 | $5.9M | $302,928 | $240,334 |
| 2022 | 763 | $5.1M | $286,351 | $243,640 |
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 |
|---|---|---|---|---|
| ALLIANT INS SERVICES INC | Other Service Provider | $12,911 | — | $12,911 |
| AMERICAN UNITED LIFE INSURANCE CO | Other Service Provider | $3,980 | $6,736 | $10,716 |
| SIKICH CPA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIKICH CPA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,627
- Estimated Expense Ratio: 0.340% 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 | $16,891 | $16,891 | — | — | — |
| 2023 | $16,082 | $16,082 | — | — | — |
| 2022 | $14,960 | $14,960 | — | — | — |