Plan Snapshot
- Plan Sponsor: O'Hare Airport Transit Systems, INC.
- Sponsor EIN: 363960640
- Sponsor Address: P.O. BOX 66511, CHICAGO, IL, 60666
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 131
- Total Assets: $16.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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. |
|---|---|---|---|---|
| 2025 | 131 | $16.0M | $0 | $0 |
| 2024 | 118 | $14.1M | $137,018 | $678,761 |
| 2023 | 114 | $13.2M | $133,307 | $650,616 |
| 2022 | 114 | $11.4M | $138,403 | $657,040 |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $85,913 | — | $85,913 |
| CREATIVE PLANNING | Investment Advisor | $35,744 | — | $35,744 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $121,657
- Estimated Expense Ratio: 0.758% 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 | $853,519 | $35,744 | — | — | — |
| 2024 | $117,396 | $33,630 | — | — | — |
| 2023 | $105,513 | $28,938 | — | — | — |
| 2022 | $104,377 | $29,898 | $64,974 | — | — |