# Uchicago Argonne, LLC Argonne National Laboratory 403(b) Plan
Source: https://planprovider.pro/companies/uchicago-argonne-llc-argonne-national-laboratory-403b-plan-005

> Uchicago Argonne, LLC Argonne National Laboratory's 403(b) plan: 4,072 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Uchicago Argonne, LLC Argonne National Laboratory

- **Sponsor EIN:** 680628477

- **Sponsor Address:** 9700 S. CASS AVE., LEMONT, IL, 60439

- **Plan Type:** 403(b)

- **Total Participants:** 4,072

- **Total Assets:** $1.7B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|4,072|$1.7B|$0|$49.7M|

| 2023|3,981|$1.6B|$0|$46.3M|

| 2022|3,798|$1.4B|$2,167|$42.5M|

## 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|

| FID INV INST OPS CO|RECORDKEEPER|$156,092|—|$156,092|

| UCHICAGO ARGONNE LLC|CONSULTING|$115,775|—|$115,775|

| MITCHELL & TITUS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FID INV INST OPS CO](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [MITCHELL & TITUS, LLP](https://planprovider.pro/provider/mitchell-and-titus-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $271,867

- **Estimated Expense Ratio:** 0.016% 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|$273,693|—|$1,826|—|—|

| 2023|$154,825|—|$1,477|—|—|

| 2022|$167,426|—|—|—|—|

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