# Roosevelt University DC Plan
Source: https://planprovider.pro/companies/roosevelt-university-plan-003

> Roosevelt University's DC plan: 392 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

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

- **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

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|392|$84.0M|$0|$0|

| 2023|415|$79.7M|$0|$0|

## 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|$18,250|—|$18,250|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $18,250

- **Estimated Expense Ratio:** 0.022% of plan assets

### 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|$147,967|$41,365|$531|$18,250|—|

| 2023|$132,425|$26,685|—|—|$21,588|

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