Plan Snapshot
- Plan Sponsor: National Louis University
- Sponsor EIN: 362167804
- Sponsor Address: 1000 CAPITOL DRIVE, WHEELING, IL, 60090
- Plan Type: 403(b)
- Total Participants: 681
- Total Assets: $144.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 681 | $144.2M | $2.2M | $2.8M |
| 2023 | 605 | $129.7M | $2.0M | $2.6M |
| 2022 | 586 | $117.7M | $1.9M | $2.5M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | $12,500 | — | $12,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,500
- Estimated Expense Ratio: 0.009% 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 | $251,925 | $27,186 | — | $12,500 | — |
| 2023 | $241,283 | $26,693 | $148 | $12,100 | — |
| 2022 | $242,872 | $16,667 | — | — | $24,000 |