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: DB
- Total Participants: 275
- Total Assets: $105.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 275 | $105.6M | $3.9M | $0 |
| 2023 | 307 | $103.1M | $4.8M | $0 |
| 2022 | 352 | $93.1M | $3.8M | $0 |
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 | $25,420 | — | $25,420 |
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: $25,420
- Estimated Expense Ratio: 0.024% 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 | $624,358 | $236,869 | — | $25,420 | — |
| 2023 | $590,766 | $215,835 | — | $20,360 | — |
| 2022 | $515,285 | $218,219 | — | — | $198,180 |