Plan Snapshot
- Plan Sponsor: Wheaton Academy
- Sponsor EIN: 362388793
- Sponsor Address: 900 PRINCE CROSSING RD, WEST CHICAGO, IL, 601855136
- Plan Type: 401(k)
- Total Participants: 89
- Total Assets: $10.6M
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 | 89 | $10.6M | $227,516 | $432,402 |
| 2023 | 86 | $8.9M | $210,585 | $420,348 |
| 2022 | 84 | $7.6M | $197,861 | $335,925 |
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 |
|---|---|---|---|---|
| TIAA | RECORDKEEPER | $13,834 | — | $13,834 |
| CAPIN CROUSE LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,834
- Estimated Expense Ratio: 0.130% 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 | $13,834 | — | $13,834 | — | — |
| 2023 | $3,213 | — | $3,213 | — | — |
| 2022 | — | — | — | — | — |