Plan Snapshot
- Plan Sponsor: The Chamberlain Group LLC
- Sponsor EIN: 060953094
- Sponsor Address: 300 WINDSOR DRIVE, OAK BROOK, IL, 60523
- Plan Type: 401(k)
- Total Participants: 1,806
- Total Assets: $348.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 1,806 | $348.5M | $11.1M | $13.3M |
| 2023 | 1,362 | $279.4M | $11.1M | $12.6M |
| 2022 | 1,297 | $229.6M | $9.9M | $11.1M |
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 | $27,615 | — | $27,615 |
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: $27,615
- Estimated Expense Ratio: 0.008% 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 | $415,238 | — | — | $27,615 | — |
| 2023 | $332,611 | — | — | $23,100 | — |
| 2022 | $264,069 | — | — | — | $264,069 |