Erikson Institute 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Erikson Institute
  • Sponsor EIN: 362593545
  • Sponsor Address: 451 N LA SALLE DR, CHICAGO, IL, 606544510
  • Plan Type: 403(b)
  • Plan Number: 001
  • Total Participants: 230
  • Total Assets: $43.3M

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: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023230$43.3M$732,884$976,910
2022224$40.8M$674,093$928,532

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