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: DB
- Total Participants: 797
- Total Assets: $153.7M
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 | 797 | $153.7M | $8.4M | $0 |
| 2023 | 879 | $158.0M | $8.4M | $0 |
| 2022 | 989 | $154.4M | $8.4M | $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 |
|---|---|---|---|---|
| WILLIS TOWERS WATSON | Recordkeeper | $257,047 | — | $257,047 |
| LOYOLA UNIVERSITY OF CHICAGO | Other Service Provider | $199,539 | — | $199,539 |
| CAMBRIDGE ASSOCIATES | Other Service Provider | $100,000 | — | $100,000 |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | Other Service Provider | $92,137 | — | $92,137 |
| NORTHERN TRUST COMPANY | Other Service Provider | $67,017 | — | $67,017 |
| INCOME RESEARCH & MANAGEMENT | Other Service Provider | $50,331 | — | $50,331 |
| LEGACY PROFESSIONALS LLP | Auditor | $35,406 | — | $35,406 |
| PENSION BENEFIT INFORMATION LLC | Other Service Provider | $22,504 | — | $22,504 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON — Recordkeeper
- LEGACY PROFESSIONALS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $823,981
- Estimated Expense Ratio: 0.536% 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 | $1,881,647 | $242,468 | — | $35,406 | — |
| 2023 | $2,657,902 | $255,092 | — | $36,706 | — |
| 2022 | $2,804,353 | $300,356 | — | — | $299,756 |