Plan Snapshot
- Plan Sponsor: Lyric Opera Of Chicago
- Sponsor EIN: 366008929
- Sponsor Address: 20 NORTH WACKER DRIVE, CHICAGO, IL, 606062806
- Plan Type: 401(k)
- Total Participants: 128
- Total Assets: $14.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 128 | $14.5M | $579,867 | $909,761 |
| 2023 | 121 | $13.7M | $612,443 | $873,278 |
| 2022 | 119 | $12.8M | $572,990 | $792,146 |
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 |
|---|---|---|---|---|
| CROWE LLP | Auditor | — | — | $0 |
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 | $21,358 | — | $21,358 | — | — |
| 2023 | $17,340 | — | $17,340 | — | — |
| 2022 | $18,967 | — | $18,967 | — | — |