Plan Snapshot
- Plan Sponsor: Community And Economic Development Association Of Cook County, INC.
- Sponsor EIN: 362597741
- Sponsor Address: 567 W. LAKE STREET SUITE 1200, CHICAGO, IL, 60661
- Plan Type: 401(k)
- Total Participants: 404
- Total Assets: $17.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 404 | $17.4M | $441,246 | $1.2M |
| 2023 | 327 | $15.6M | $407,425 | $1.1M |
| 2022 | 395 | $12.6M | $364,712 | $1.1M |
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 |
|---|---|---|---|---|
| STADION MONEY MANAGEMENT, LLC | MANAGED ACCOUNT PROVIDER | $25,764 | — | $25,764 |
| AMERITAS LIFE INSURANCE CORP. | BUNDLED RECORDKEEPER | $16,803 | — | $16,803 |
| CHERRY BEKAERT LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STADION MONEY MANAGEMENT, LLC — MANAGED ACCOUNT PROVIDER
- AMERITAS LIFE INSURANCE CORP. — BUNDLED RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,567
- Estimated Expense Ratio: 0.245% 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 | $42,567 | $25,764 | — | — | — |
| 2023 | $21,892 | $13,354 | — | — | — |
| 2022 | $20,278 | — | $20,278 | — | — |