Plan Snapshot
- Plan Sponsor: Jewish United Fund Of Metropolitan Chicago
- Sponsor EIN: 362167034
- Sponsor Address: 30 SOUTH WELLS STREET, ROOM 4047, CHICAGO, IL, 606065054
- Plan Type: 401(k)
- Total Participants: 1,541
- Total Assets: $22.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 1,541 | $22.8M | $951,268 | $995,855 |
| 2023 | 1,507 | $19.7M | $853,999 | $889,790 |
| 2022 | 1,548 | $16.2M | $732,228 | $725,960 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | $21,420 | — | $21,420 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,420
- Estimated Expense Ratio: 0.094% 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 | $61,550 | — | — | $21,420 | — |
| 2023 | $62,814 | — | $1,500 | $20,360 | — |
| 2022 | $81,369 | — | $21,732 | — | $22,654 |