Plan Snapshot
- Plan Sponsor: Easter Seals Metropolitan Chicago, INC.
- Sponsor EIN: 362169153
- Sponsor Address: 1939 WEST 13TH STREET, CHICAGO, IL, 60608
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 898
- Total Assets: $22.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 898 | $22.3M | $0 | $0 |
| 2024 | 675 | $17.9M | $1.6M | $1.2M |
| 2023 | 535 | $15.0M | $1.2M | $895,271 |
| 2022 | 479 | $12.9M | $677,001 | $727,076 |
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 |
|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES LLC | Recordkeeper | $58,179 | — | $58,179 |
| LPL FINANCIAL LLC | Investment Advisor | $12,500 | — | $12,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $70,679
- Estimated Expense Ratio: 0.317% 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 | $2,784,964 | $12,500 | — | — | — |
| 2024 | $46,955 | — | — | $13,000 | — |
| 2023 | $57,211 | — | — | $26,725 | — |
| 2022 | $27,198 | — | — | — | — |