Plan Snapshot
- Plan Sponsor: Lester And Rosalie Anixter Center
- Sponsor EIN: 362244895
- Sponsor Address: 6610 N CLARK ST, CHICAGO, IL, 606264062
- Plan Type: 403(b)
- Total Participants: 123
- Total Assets: $4.7M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 123 | $4.7M | $0 | $0 |
| 2023 | 135 | $4.5M | $0 | $0 |
| 2022 | 144 | $4.3M | $0 | $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 |
|---|---|---|---|---|
| THE VARIABLE ANNUITY LIFE INSURANCE | UNKNOWN | $9,753 | — | $9,753 |
| BDO USA PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VARIABLE ANNUITY LIFE INSURANCE — UNKNOWN
- BDO USA PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,753
- Estimated Expense Ratio: 0.209% 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 | $9,753 | $9,753 | — | — | — |
| 2023 | $20,435 | $20,435 | — | — | — |
| 2022 | $22,018 | — | — | — | $22,018 |