# Robert R Mccormick Foundation 403(b) Plan
Source: https://planprovider.pro/companies/robert-r-mccormick-foundation-403b-plan

> Robert R Mccormick Foundation's 403(b) plan: 120 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Robert R Mccormick Foundation

- **Sponsor EIN:** 363689171

- **Sponsor Address:** 205 N MICHIGAN AVENUE, CHICAGO, IL, 606015983

- **Plan Type:** 403(b)

- **Total Participants:** 120

- **Total Assets:** $24.1M

## 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.|

| 2023|120|$24.1M|$749,010|$930,973|

| 2022|121|$20.8M|$504,627|$904,335|

## 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|

| GRANT THORNTON LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GRANT THORNTON LLP](https://planprovider.pro/provider/grant-thornton-llp) — 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|

| 2023|$5,698|—|$5,698|—|—|

| 2022|$2,207|—|$2,207|—|—|

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