Plan Snapshot
- Plan Sponsor: Distinctive Schools
- Sponsor EIN: 274967763
- Sponsor Address: 910 W. VAN BUREN STREET - SUITE 315, CHICAGO, IL, 60607
- Plan Type: 403(b)
- Total Participants: 668
- Total Assets: $7.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 668 | $7.7M | $488,836 | $877,976 |
| 2023 | 623 | $6.1M | $417,287 | $785,216 |
| 2022 | 491 | $5.1M | $457,422 | $834,749 |
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 |
|---|---|---|---|---|
| APRIO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- APRIO LLP — Auditor
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 | $66,203 | — | — | — | — |
| 2023 | $55,659 | — | $55,659 | — | — |
| 2022 | $47,529 | — | $47,529 | — | — |