Plan Snapshot
- Plan Sponsor: Loyola University Of Chicago Attn Benefits Department
- Sponsor EIN: 361408475
- Sponsor Address: 820 N. MICHIGAN AVENUE, CHICAGO, IL, 60611
- Plan Type: 403(b)
- Total Participants: 2,890
- Total Assets: $1.2B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,890 | $1.2B | $26.0M | $25.1M |
| 2023 | 2,922 | $1.1B | $24.1M | $24.1M |
| 2022 | 2,775 | $998.7M | $22.7M | $22.5M |
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 |
|---|---|---|---|---|
| LEGACY PROFESSIONALS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEGACY PROFESSIONALS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $362,198 | — | $362,198 | — | — |
| 2023 | $408,010 | — | $408,010 | — | — |
| 2022 | $438,449 | — | $438,449 | — | — |