Plan Snapshot
- Plan Sponsor: Union League Club
- Sponsor EIN: 361893300
- Sponsor Address: 65 W JACKSON BLVD, CHICAGO, IL, 606043507
- Plan Type: 401(k)
- Total Participants: 228
- Total Assets: $14.4M
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 | 228 | $14.4M | $128,495 | $579,577 |
| 2023 | 218 | $14.6M | $108,139 | $560,391 |
| 2022 | 216 | $13.5M | $100,362 | $499,775 |
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 |
|---|---|---|---|---|
| CONDON O'MEARA MCGINTY & DONNELLY L | Auditor | — | — | $0 |
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 | $51,836 | — | $51,836 | — | — |
| 2023 | $49,061 | — | $49,061 | — | — |
| 2022 | $49,290 | — | $49,290 | — | — |