Plan Snapshot
- Plan Sponsor: Planned Parenthood Of Illinois
- Sponsor EIN: 362170901
- Sponsor Address: 17 N STATE ST. SUITE 500, CHICAGO, IL, 60602
- Plan Type: 401(k)
- Total Participants: 376
- Total Assets: $13.5M
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. |
|---|---|---|---|---|
| 2024 | 376 | $13.5M | $411,998 | $1.6M |
| 2023 | 405 | $11.0M | $333,872 | $1.4M |
| 2022 | 353 | $8.7M | $279,480 | $1.1M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $68,201 | — | $68,201 |
| WINTRUST INVESTMENTS LLC | Investment Advisor | $22,950 | $11 | $22,961 |
| ONEDIGITAL INVESTMENT ADVISORS | Investment Advisor | $18,553 | $8 | $18,561 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $109,723
- Estimated Expense Ratio: 0.816% 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 | $109,714 | $41,513 | $68,201 | — | — |
| 2023 | $86,654 | $32,617 | $54,037 | — | — |
| 2022 | $77,240 | $29,052 | $48,188 | — | — |