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: 8,925
- Total Assets: $1.9B
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 | 8,925 | $1.9B | $0 | $74.8M |
| 2023 | 8,643 | $1.7B | $0 | $69.5M |
| 2022 | 8,252 | $1.5B | $0 | $64.4M |
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 | $350,058 | $13,791 | — | — | — |
| 2023 | $315,240 | $1,000 | $402 | — | — |
| 2022 | $312,145 | $8,297 | — | — | — |