Plan Snapshot
- Plan Sponsor: Society Of Actuaries Research Institute
- Sponsor EIN: 362136422
- Sponsor Address: 8770 WEST BRYN MAWR AVE, SUITE 1000, CHICAGO, IL, 60631
- Plan Type: 403(b)
- Total Participants: 155
- Total Assets: $67.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 155 | $67.2M | $1.9M | $1.7M |
| 2023 | 163 | $59.2M | $1.8M | $1.6M |
| 2022 | 172 | $55.2M | $1.8M | $1.6M |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | $17,692 | — | $17,692 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,692
- Estimated Expense Ratio: 0.026% 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 | $137,274 | $41,631 | $77,951 | $17,692 | — |
| 2023 | $89,323 | — | $66,179 | $13,492 | — |
| 2022 | $40,461 | — | $40,461 | — | — |