Plan Snapshot
- Plan Sponsor: Roosevelt University
- Sponsor EIN: 362167854
- Sponsor Address: 430 SOUTH MICHIGAN AVENUE, CHICAGO, IL, 606051394
- Plan Type: 403(b)
- Plan Number: 005
- Total Participants: 523
- Total Assets: $121.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 523 | $121.5M | $74,775 | $2.4M |
| 2022 | 522 | $115.1M | $84,925 | $2.4M |