Plan Snapshot
- Plan Sponsor: Ray Graham Association For People With Disabilities
- Sponsor EIN: 362411166
- Sponsor Address: 901 WARRENVILLE RD, LISLE, IL, 60532
- Plan Type: 403(b)
- Total Participants: 235
- Total Assets: $8.7M
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 | 235 | $8.7M | $289,304 | $580,991 |
| 2023 | 211 | $7.3M | $251,686 | $521,080 |
| 2022 | 212 | $6.2M | $243,336 | $527,830 |
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 |
|---|---|---|---|---|
| PORTE BROWN LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PORTE BROWN LLC — 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 | $1,605 | — | $1,605 | — | — |
| 2023 | $918 | — | $918 | — | — |
| 2022 | $970 | — | $970 | — | — |