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)
- Total Participants: 118
- Total Assets: $14.1M
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. |
|---|---|---|---|---|
| 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 | RECORD KEEPER | $42,989 | — | $42,989 |
| CREATIVE PLANNING | INVESTMENT ADVISOR | $25,708 | — | $25,708 |
| MESIROW FINANCIAL & INVESTMENT MANA | INVESTMENT ADVISOR | $7,922 | — | $7,922 |
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORD KEEPER
- CREATIVE PLANNING — INVESTMENT ADVISOR
- CARON & BLETZER, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $76,619
- Estimated Expense Ratio: 0.542% 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 | $117,396 | $33,630 | — | — | — |
| 2023 | $105,513 | $28,938 | — | — | — |
| 2022 | $104,377 | $29,898 | $64,974 | — | — |