Plan Snapshot
- Plan Sponsor: Gift Of Hope Organ & Tissue Donor Network
- Sponsor EIN: 363516431
- Sponsor Address: 425 SPRING LAKE DRIVE, ITASCA, IL, 601432076
- Plan Type: 403(b)
- Total Participants: 418
- Total Assets: $51.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 418 | $51.0M | $1.6M | $3.1M |
| 2023 | 376 | $46.8M | $985,831 | $2.8M |
| 2022 | 341 | $42.6M | $875,092 | $2.6M |
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 |
|---|---|---|---|---|
| SMITH & HOWARD PC | Auditor | $10,998 | — | $10,998 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,998
- Estimated Expense Ratio: 0.022% 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 | $73,444 | $20,790 | $41,656 | $10,998 | — |
| 2023 | $68,649 | $20,668 | $37,986 | $9,995 | — |
| 2022 | $69,785 | $20,791 | $39,248 | — | $9,746 |