Plan Snapshot
- Plan Sponsor: The Chartis Group, LLC
- Sponsor EIN: 364450952
- Sponsor Address: 220 W KINZIE ST, CHICAGO, IL, 60654
- Plan Type: DC
- Total Participants: 947
- Total Assets: $158.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 947 | $158.5M | $8.3M | $16.0M |
| 2023 | 759 | $114.9M | $6.1M | $12.6M |
| 2022 | 628 | $83.1M | $4.3M | $9.2M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $66,265 | — | $66,265 |
| WILLIS TOWERS WATSON | INSURANCE AGENT/BROK | $32,000 | — | $32,000 |
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $98,265
- Estimated Expense Ratio: 0.062% 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 | $98,265 | — | — | — | — |
| 2023 | $78,708 | $8,000 | — | — | — |
| 2022 | $87,966 | — | — | — | — |