Chicago Historical Society Defined Contribution Pension Pla
Sponsored by Chicago Historical Society · EIN 362167004 · Plan #002
- Total assets
- $6.5M
- Net assets
- $6.5M
- Active participants
- 99
- With balances
- 135
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $15,667 |
| Sageview Advisory Group Llc | Recordkeeping, Consulting (pension), Direct payment from the plan | $15,573 |
| Mitchel & Titus, Llp | Recordkeeping, Consulting (pension), Direct payment from the plan | $10,650 |