# Iit Research Institute 403(b) Plan
Source: https://planprovider.pro/companies/iit-research-institute-403b-plan

> Iit Research Institute's 403(b) plan: 114 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Iit Research Institute

- **Sponsor EIN:** 362169122

- **Sponsor Address:** 10 W 35TH ST, CHICAGO, IL, 606163717

- **Plan Type:** 403(b)

- **Total Participants:** 114

- **Total Assets:** $107.6M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|114|$107.6M|$816,579|$933,602|

| 2023|118|$106.1M|$813,286|$935,978|

| 2022|123|$100.8M|$524,508|$832,069|

## 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|

| PLANPILOT, LLC|INVESTMENT ADVISOR|$42,220|—|$42,220|

| SMITH AND HOWARD, PC|ACCOUNTANT/AUDITOR|$10,000|—|$10,000|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $52,220

- **Estimated Expense Ratio:** 0.049% 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|$12,480|—|$12,480|—|—|

| 2023|$62,587|—|$62,587|—|—|

| 2022|$30,521|—|—|—|—|

## Similar Plans

- [Chapin Hall Center For Children](https://planprovider.pro/companies/chapin-hall-center-for-children-403b-plan) — 144 participants

- [Immedica Pharma Us INC.](https://planprovider.pro/companies/marinus-pharmaceuticals-inc-plan-001) — 61 participants

- [H2o Clinical LLC](https://planprovider.pro/companies/h2o-clinical-llc-401k-plan) — 52 participants

- [Arcpath Advisors, INC.](https://planprovider.pro/companies/arcpath-advisors-inc-plan) — 1 participants

- [Gti International, INC.](https://planprovider.pro/companies/gti-international-inc-401k-plan) — 244 participants

- [Institute Of Gas Technology](https://planprovider.pro/companies/institute-of-gas-technology-plan) — 299 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/iit-research-institute-403b-plan)

© 2026 PlanProvider.Pro