Plan Snapshot
- Plan Sponsor: Erie Neighborhood House
- Sponsor EIN: 363043253
- Sponsor Address: 1701 W. SUPERIOR ST., CHICAGO, IL, 60622
- Plan Type: 401(k)
- Total Participants: 164
- Total Assets: $5.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 164 | $5.1M | $148,393 | $301,748 |
| 2023 | 159 | $4.3M | $121,357 | $254,556 |
| 2022 | 134 | $3.6M | $114,658 | $241,230 |
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 |
|---|---|---|---|---|
| DUBUQUE BANK & TRUST COMPANY | NONE | $18,380 | — | $18,380 |
| FARO ADVISORY | INVESTMENT ADVISORY | $15,827 | — | $15,827 |
| SASSETTI LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SASSETTI LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,207
- Estimated Expense Ratio: 0.670% 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 | $38,834 | $15,827 | $18,380 | — | — |
| 2023 | $29,332 | $3,248 | $18,341 | — | — |
| 2022 | $32,760 | $32,760 | — | — | — |