Plan Snapshot
- Plan Sponsor: Leslie Shankman School Corporation
- Sponsor EIN: 363900221
- Sponsor Address: 6254 SOUTH ELLIS AVENUE, CHICAGO, IL, 60637
- Plan Type: DC
- Plan Number: 001
- Total Participants: 305
- Total Assets: $17.1M
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. |
|---|---|---|---|---|
| 2025 | 305 | $17.1M | $0 | $0 |
| 2024 | 161 | $13.7M | $562,386 | $722,918 |
| 2023 | 140 | $11.6M | $508,289 | $683,711 |
| 2022 | 124 | $9.4M | $457,782 | $597,910 |
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 |
|---|---|---|---|---|
| TIAA-TEACHERS INSURANCE AND ANNUITY | Recordkeeper | $61,199 | — | $61,199 |
| GLOBAL RETIREMENT PARTNERS | Other Service Provider | $38,203 | — | $38,203 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $99,402
- Estimated Expense Ratio: 0.583% 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 |
|---|---|---|---|---|---|
| 2025 | $524,307 | — | $99,402 | $131 | — |
| 2024 | $83,492 | — | $83,492 | — | — |
| 2023 | $67,588 | — | $67,588 | — | — |
| 2022 | $60,464 | — | $60,464 | — | — |