Plan Snapshot
- Plan Sponsor: Presbyterian Homes
- Sponsor EIN: 471545753
- Sponsor Address: 8707 SKOKIE BOULEVARD, SUITE 400, SKOKIE, IL, 60077
- Plan Type: 403(b)
- Total Participants: 1,235
- Total Assets: $69.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 1,235 | $69.5M | $2.3M | $4.7M |
| 2023 | 1,230 | $61.3M | $2.3M | $4.2M |
| 2022 | 1,151 | $52.5M | $1.6M | $3.7M |
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 |
|---|---|---|---|---|
| PLANTE & MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $84,974 | — | — | — | — |
| 2023 | $81,204 | — | — | — | — |
| 2022 | $72,138 | — | — | — | — |