Plan Snapshot
- Plan Sponsor: Marist High School
- Sponsor EIN: 362516871
- Sponsor Address: 4200 WEST 115TH STREET, CHICAGO, IL, 60655
- Plan Type: 401(k)
- Total Participants: 282
- Total Assets: $24.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 282 | $24.9M | $293,212 | $979,418 |
| 2023 | 276 | $22.4M | $274,073 | $1.0M |
| 2022 | 289 | $19.7M | $272,023 | $987,524 |
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 |
|---|---|---|---|---|
| KERBER, ECK & BRAECKEL LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KERBER, ECK & BRAECKEL 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 | $57,513 | — | — | — | — |
| 2023 | $42,745 | $28,690 | — | — | — |
| 2022 | $65,746 | — | $65,746 | — | — |