Plan Snapshot
- Plan Sponsor: Community Alternatives Unlimited
- Sponsor EIN: 363059568
- Sponsor Address: 8765 W. HIGGINS ROAD, CHICAGO, IL, 60631
- Plan Type: 401(k)
- Total Participants: 152
- Total Assets: $23.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2025 | 152 | $23.5M | $0 | $0 |
| 2024 | 135 | $19.9M | $0 | $0 |
| 2023 | 128 | $16.8M | $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 |
|---|---|---|---|---|
| CHERRY BECKAERT LLP | Auditor | $14,700 | — | $14,700 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,700
- Estimated Expense Ratio: 0.063% 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 | $63,911 | $25,000 | $24,211 | $14,700 | — |
| 2024 | $59,110 | $25,000 | $24,110 | $10,000 | — |
| 2023 | $43,886 | $24,027 | $19,859 | — | — |