# Society Of Actuaries Research Institute 403(b) Plan
Source: https://planprovider.pro/companies/society-of-actuaries-research-institute-403b-plan

> Society Of Actuaries Research Institute's 403(b) plan: 155 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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