Plan Snapshot
- Plan Sponsor: Leslie Shankman School Corporation
- Sponsor EIN: 363900221
- Sponsor Address: 6254 SOUTH ELLIS AVENUE, CHICAGO, IL, 60637
- Plan Type: 403(b)
- Total Participants: 161
- Total Assets: $13.7M
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 | 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 | $51,349 | — | $51,349 |
| GLOBAL RETIREMENT PARTNERS | Investment Advisor | $32,142 | — | $32,142 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA-TEACHERS INSURANCE AND ANNUITY — Recordkeeper
- GLOBAL RETIREMENT PARTNERS — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $83,491
- Estimated Expense Ratio: 0.610% 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 | $83,492 | — | $83,492 | — | — |
| 2023 | $67,588 | — | $67,588 | — | — |
| 2022 | $60,464 | — | $60,464 | — | — |