Plan Snapshot
- Plan Sponsor: Southwest Chicago Christian School Association
- Sponsor EIN: 363590627
- Sponsor Address: 12001 SOUTH OAK PARK AVENUE, PALOS HEIGHTS, IL, 60463
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 143
- Total Assets: $4.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 143 | $4.0M | $211,093 | $424,440 |
| 2023 | 139 | $3.3M | $190,476 | $366,227 |
| 2022 | 149 | $2.5M | $179,183 | $389,804 |
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 |
|---|---|---|---|---|
| SANTEFORT INVESTMENT GROUP, LLC | Investment Advisor | $9,788 | — | $9,788 |
| RETIREMENT PLAN CONCEPTS & SERVICES | Other Service Provider | $6,584 | — | $6,584 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,372
- Estimated Expense Ratio: 0.413% 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 | $18,479 | — | — | — | — |
| 2023 | $15,673 | — | — | — | — |
| 2022 | $7,968 | — | $7,968 | — | — |