Plan Snapshot
- Plan Sponsor: Navy Pier, INC.
- Sponsor EIN: 274813461
- Sponsor Address: 600 EAST GRAND AVENUE, CHICAGO, IL, 60611
- Plan Type: 401(k)
- Total Participants: 97
- Total Assets: $9.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 97 | $9.4M | $415,198 | $576,097 |
| 2023 | 77 | $8.7M | $402,782 | $534,570 |
| 2022 | 100 | $6.8M | $324,989 | $411,015 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $43,286 | — | $43,286 |
| WINTRUST INVESTMENTS LLC | ADVISOR | $28,799 | — | $28,799 |
| GRANT THORNTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- GRANT THORNTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $72,085
- Estimated Expense Ratio: 0.764% 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 | $72,085 | $28,799 | — | — | — |
| 2023 | $59,010 | $23,773 | — | — | — |
| 2022 | $55,896 | — | — | — | — |