Plan Snapshot
- Plan Sponsor: Muscular Dystrophy Association, INC.
- Sponsor EIN: 131665552
- Sponsor Address: 1016 W JACKSON BLVD #1073, CHICAGO, IL, 60607
- Plan Type: 403(b)
- Total Participants: 287
- Total Assets: $23.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 287 | $23.3M | $428,412 | $1.4M |
| 2023 | 221 | $20.0M | $411,548 | $1.2M |
| 2022 | 210 | $16.5M | $399,348 | $1.1M |
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 |
|---|---|---|---|---|
| COHNREZNICK, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- COHNREZNICK, 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 | $88,866 | $51,357 | — | — | — |
| 2023 | $89,303 | $43,074 | $152 | — | — |
| 2022 | $67,093 | $20,123 | — | — | — |