# Easter Seals Metropolitan Chicago, INC. 401(k) Plan
Source: https://planprovider.pro/companies/easter-seals-metropolitan-chicago-inc-401k-plan

> Easter Seals Metropolitan Chicago, INC.'s 401(k) plan: 675 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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)

- **Total Participants:** 675

- **Total Assets:** $17.9M

## 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.|

| 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|PLAN ADMINISTRATOR|$33,955|—|$33,955|

| SASSETTI LLC|ACCOUNTANT/AUDITOR|$13,000|—|$13,000|

| OSAIC WEALTH INC|ADVISOR|—|$9,551|$9,551|

| LPL FINANCIAL LLC|ADVISOR|—|$8,411|$8,411|

| WOODBURY FINANCIAL SERVICES INC|ADVISOR|—|$5,295|$5,295|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SASSETTI LLC](https://planprovider.pro/provider/sassetti-llc) — ACCOUNTANT/AUDITOR

- [OSAIC WEALTH INC](https://planprovider.pro/provider/royal-alliance-associates-inc) — ADVISOR

- [LPL FINANCIAL LLC](https://planprovider.pro/provider/lpl-financial-llc) — ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $70,212

- **Estimated Expense Ratio:** 0.391% 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|$46,955|—|—|$13,000|—|

| 2023|$57,211|—|—|$26,725|—|

| 2022|$27,198|—|—|—|—|

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