Plan Snapshot
- Plan Sponsor: Intrinsic Schools
- Sponsor EIN: 455454261
- Sponsor Address: 4540 W. BELMONT AVENUE, CHICAGO, IL, 60641
- Plan Type: 401(k)
- Total Participants: 245
- Total Assets: $4.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 245 | $4.5M | $146,757 | $615,488 |
| 2023 | 242 | $3.4M | $140,506 | $518,625 |
| 2022 | 213 | $2.4M | $106,927 | $402,894 |
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 |
|---|---|---|---|---|
| ORBA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ORBA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $24,493 | — | — | — | — |
| 2023 | $16,975 | — | — | — | — |
| 2022 | $13,836 | — | — | — | — |