# Southwest Chicago Christian School Association 401(k) Plan
Source: https://planprovider.pro/companies/southwest-chicago-christian-school-association-363590627-001

> Southwest Chicago Christian School Association's 401(k) plan: 143 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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