# University Club Of Chicago 401(k) Plan
Source: https://planprovider.pro/companies/university-club-of-chicago-401k-plan

> University Club Of Chicago's 401(k) plan: 188 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$15,864|—|$15,864|

| EMBREE FINANCIAL GROUP|ADVISOR|$15,510|—|$15,510|

| SELDEN FOX, LTD|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [EMBREE FINANCIAL GROUP](https://planprovider.pro/provider/embree-financial-group) — ADVISOR

- [SELDEN FOX, LTD](https://planprovider.pro/provider/selden-fox-ltd) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $31,374

- **Estimated Expense Ratio:** 0.213% 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|$31,374|$15,510|—|—|—|

| 2023|$29,230|$11,366|—|—|—|

| 2022|$16,557|—|—|—|—|

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