Plan Snapshot
- Plan Sponsor: The Adler Planetarium
- Sponsor EIN: 366210902
- Sponsor Address: 1300 SOUTH DUSABLE LAKE SHORE DRIVE, CHICAGO, IL, 60605
- Plan Type: 403(b)
- Plan Number: 003
- Total Participants: 174
- Total Assets: $7.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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. |
|---|---|---|---|---|
| 2025 | 174 | $7.1M | $0 | $0 |
| 2024 | 133 | $7.6M | $236,411 | $475,978 |
| 2023 | 135 | $6.3M | $222,234 | $427,104 |
| 2022 | 125 | $5.0M | $210,297 | $415,090 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $27,799 | — | $27,799 |
| GALLAGHER BENEFIT SERVICES INC DBA | Investment Advisor | $15,000 | — | $15,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,799
- Estimated Expense Ratio: 0.600% 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 |
|---|---|---|---|---|---|
| 2025 | $2,534,176 | $18,140 | — | — | — |
| 2024 | $39,665 | $12,834 | — | — | — |
| 2023 | $32,451 | $12,456 | — | — | — |
| 2022 | $29,642 | — | $29,642 | — | — |