# Sertoma Centre INC. 403(b) Plan
Source: https://planprovider.pro/companies/sertoma-centre-inc-403b-plan

> Sertoma Centre INC.'s 403(b) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Sertoma Centre INC.

- **Sponsor EIN:** 362720586

- **Sponsor Address:** 4343 W. 123RD STREET, ALSIP, IL, 608031807

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

- **Total Participants:** 0

- **Total Assets:** $0

## 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|0|$0|$0|$0|

| 2023|142|$5.8M|$198,673|$327,388|

| 2022|290|$4.8M|$176,110|$305,501|

## 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|

| TIAA|RECORDKEEPER|$47,776|—|$47,776|

| FARO ADVISORY|ADVISOR|$20,332|—|$20,332|

| CENTRIC WEALTH MANAGEMENT LLC|ADVISOR|$7,126|—|$7,126|

| DUGAN & LOPATKA|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $75,234

### 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|—|—|—|—|—|

| 2023|$36,593|—|$36,593|—|—|

| 2022|$20,634|—|$20,634|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sertoma-centre-inc-403b-plan)

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