Lake Forest Graduate School Of Management 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Lake Forest Graduate School Of Management
  • Sponsor EIN: 237013253
  • Sponsor Address: 1905 WEST FIELD CT, LAKE FOREST, IL, 60045
  • Plan Type: 403(b)
  • Plan Number: 001
  • Total Participants: 170
  • Total Assets: $13.2M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: Yes
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023170$13.2M$103,245$266,897
2022208$11.5M$80,506$310,462

Similar Plans