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: 403(b)
- Total Participants: 269
- Total Assets: $53.4M
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 | 269 | $53.4M | $0 | $1.5M |
| 2023 | 369 | $49.8M | $0 | $1.6M |
| 2022 | 457 | $45.4M | $0 | $1.7M |
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 |
|---|---|---|---|---|
| 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 | $76,592 | — | $69,668 | — | — |
| 2023 | $68,595 | — | $62,940 | — | — |
| 2022 | $67,849 | — | $67,849 | — | — |