# Lurie Children'S Surgical Foundation, INC. 403(b) Plan
Source: https://planprovider.pro/companies/lurie-children-s-surgical-foundation-inc-403b-plan

> Lurie Children'S Surgical Foundation, INC.'s 403(b) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lurie Children'S Surgical Foundation, INC.

- **Sponsor EIN:** 831650513

- **Sponsor Address:** 225 E. CHICAGO AVE., CHICAGO, IL, 60611

- **Plan Type:** 403(b)

- **Total Participants:** 0

- **Total Assets:** $0

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|0|$0|$0|$0|

| 2024|90|$109.3M|$3.7M|$2.1M|

| 2023|224|$97.1M|$3.5M|$2.0M|

| 2022|128|$94.7M|$3.3M|$1.8M|

## 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|

| PLANTE & MORAN, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PLANTE & MORAN, PLLC](https://planprovider.pro/provider/plante-and-moran-pllc) — 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|

| 2025|—|—|—|—|—|

| 2024|$42,489|$5,875|—|$19,750|—|

| 2023|$85,054|$5,344|—|$28,660|—|

| 2022|$70,465|$3,562|$30,611|—|$196|

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