Plan Snapshot
- Plan Sponsor: University Club Of Chicago
- Sponsor EIN: 361901470
- Sponsor Address: 76 EAST MONROE STREET, CHICAGO, IL, 60603
- Plan Type: 401(k)
- Total Participants: 188
- Total Assets: $14.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 188 | $14.8M | $516,406 | $742,189 |
| 2023 | 212 | $12.1M | $425,096 | $585,691 |
| 2022 | 127 | $9.2M | $103,307 | $323,426 |
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 |
|---|---|---|---|---|
| SELDEN FOX, LTD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SELDEN FOX, LTD — 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 | $31,374 | $15,510 | — | — | — |
| 2023 | $29,230 | $11,366 | — | — | — |
| 2022 | $16,557 | — | — | — | — |