Plan Snapshot
- Plan Sponsor: Rehabilitation Institute Of Chicago Dba Shirley Ryan Abilitylab
- Sponsor EIN: 362256036
- Sponsor Address: 355 E ERIE STREET, CHICAGO, IL, 60611
- Plan Type: 401(k)
- Total Participants: 2,337
- Total Assets: $149.7M
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 | 2,337 | $149.7M | $9.4M | $12.2M |
| 2023 | 2,144 | $118.7M | $8.4M | $10.9M |
| 2022 | 1,972 | $87.5M | $7.5M | $9.8M |
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 |
|---|---|---|---|---|
| CROWE LLP | Auditor | — | — | $0 |
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 | $428,468 | — | $428,468 | — | — |
| 2023 | $336,198 | — | $336,198 | — | — |
| 2022 | $272,393 | — | $272,393 | — | — |