Plan Snapshot
- Plan Sponsor: The University Of Chicago
- Sponsor EIN: 362177139
- Sponsor Address: 6054 S. DREXEL AVENUE, CHICAGO, IL, 60637
- Plan Type: 403(b)
- Total Participants: 5,360
- Total Assets: $3.8B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 5,360 | $3.8B | $67.0M | $42.4M |
| 2023 | 5,154 | $3.5B | $62.2M | $39.6M |
| 2022 | 4,794 | $3.1B | $76.1M | $36.5M |
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 |
|---|---|---|---|---|
| MITCHELL & TITUS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MITCHELL & TITUS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $328,708 | $29,739 | $5,975 | — | — |
| 2023 | $396,157 | $71,616 | $7,324 | — | — |
| 2022 | $395,673 | $72,350 | — | — | — |