Plan Snapshot
- Plan Sponsor: Pediatric Faculty Foundation
- Sponsor EIN: 363279680
- Sponsor Address: 225 E. CHICAGO AVE., CHICAGO, IL, 60611
- Plan Type: 403(b)
- Total Participants: 961
- Total Assets: $553.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 961 | $553.0M | $12.3M | $15.2M |
| 2023 | 711 | $481.7M | $13.0M | $14.1M |
| 2022 | 615 | $409.5M | $11.7M | $12.6M |
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 |
|---|---|---|---|---|
| TIAA | NONE | $91,423 | — | $91,423 |
| CAPFINANCIAL PARTNERS LLC | NONE | $28,500 | — | $28,500 |
| PLANTE & MORAN, PLLC | NONE | $22,250 | — | $22,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — NONE
- PLANTE & MORAN, PLLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $142,173
- Estimated Expense Ratio: 0.026% 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 | $143,123 | $28,500 | $6,260 | $22,250 | — |
| 2023 | $149,649 | $14,488 | $6,964 | $21,060 | — |
| 2022 | $194,757 | $36,219 | — | — | $18,922 |