Roosevelt University DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Roosevelt University
  • Sponsor EIN: 362167854
  • Sponsor Address: 430 SOUTH MICHIGAN AVENUE, CHICAGO, IL, 606051394
  • Plan Type: DC
  • Plan Number: 003
  • Total Participants: 392
  • Total Assets: $84.0M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023392$84.0M$277,517$0
2022415$79.7M$219,233$0

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