Plan Snapshot
- Plan Sponsor: North Square Investments, LLC
- Sponsor EIN: 824646407
- Sponsor Address: 10 SOUTH LASALLE STREET, CHICAGO, IL, 60603
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 77
- Total Assets: $17.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 77 | $17.0M | $0 | $0 |
| 2024 | 56 | $10.7M | $221,524 | $800,903 |
| 2023 | 53 | $9.0M | $153,072 | $780,579 |
| 2022 | 57 | $7.3M | $290,480 | $777,249 |
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