Plan Snapshot
- Plan Sponsor: Katten Muchin Rosenman LLP
- Sponsor EIN: 362796532
- Sponsor Address: 525 W. MONROE STREET, SUITE 1900, CHICAGO, IL, 606613693
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 1,105
- Total Assets: $0
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 | 1,105 | $0 | $10.4M | $14.8M |
| 2023 | 1,094 | $2.4M | $7.7M | $14.4M |
| 2022 | 1,151 | $4.2M | $10.3M | $13.1M |
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 |
|---|---|---|---|---|
| HEALTH CARE SERVICE CORPORATION | Other Service Provider | $770,455 | — | $770,455 |
| WAGEWORKS, INC. | Other Service Provider | $29,467 | — | $29,467 |
| GRANT THORNTON LLP | Other Service Provider | $27,000 | — | $27,000 |
| JPMORGAN CHASE BANK, N.A. | Recordkeeper | $5,485 | — | $5,485 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JPMORGAN CHASE BANK, N.A. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $832,407
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 | $802,940 | — | $770,455 | $27,000 | — |
| 2023 | $804,208 | — | $774,614 | $24,000 | — |
| 2022 | $721,587 | — | $690,152 | — | $31,435 |