Plan Snapshot
- Plan Sponsor: Noble Network Of Charter Schools
- Sponsor EIN: 364241970
- Sponsor Address: 1 NORTH STATE STREET, CHICAGO, IL, 60602
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 2,348
- Total Assets: $63.9M
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. |
|---|---|---|---|---|
| 2025 | 2,348 | $63.9M | $0 | $0 |
| 2024 | 1,691 | $51.8M | $1.5M | $5.9M |
| 2023 | 1,643 | $43.0M | $1.4M | $5.3M |
| 2022 | 1,640 | $35.2M | $722,008 | $4.6M |
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 | $155,031 | — | $155,031 |
| CREATIVE PLANNING LLC | Investment Advisor | $35,650 | — | $35,650 |
| STRATEGIC ADVISERS LLC | Investment Advisor | $6,163 | — | $6,163 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $196,844
- Estimated Expense Ratio: 0.308% 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 |
|---|---|---|---|---|---|
| 2025 | $5,171,607 | $41,813 | — | — | — |
| 2024 | $160,341 | $39,821 | — | — | — |
| 2023 | $128,564 | $31,217 | — | — | — |
| 2022 | $129,711 | — | — | — | — |